Manning & Napier Group’s MUB Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2024
+476,979 Shares
Current Position
483,367 Shares
$51.47 M Value

Manning & Napier Group's MUB Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 483,367 shares of iShares National Muni Bond ETF (MUB) worth $51.47 M, representing 0.66% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in MUB, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 144,680 shares. Largest reduction occurred in Q1 2021, reducing 85,827 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's iShares National Muni Bond ETF (MUB) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares National Muni Bond ETF (MUB) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +243,271 Add 0.00% 243,270 $105.04
Q3 2013 +7,494 Add 3.08% 250,764 $104.48
Q4 2013 +4,803 Add 1.92% 255,567 $103.73
Q1 2014 -9,712 Reduce 3.80% 245,855 $107.06
Q2 2014 +9,699 Add 3.95% 255,554 $108.65
Q3 2014 +13,805 Add 5.40% 269,359 $109.67
Q4 2014 +35,777 Add 13.28% 305,136 $110.34
Q1 2015 +10,537 Add 3.45% 315,673 $110.60
Q2 2015 +3,457 Add 1.10% 319,130 $108.21
Q3 2015 -3,282 Reduce 1.03% 315,848 $109.55
Q4 2015 -7,922 Reduce 2.51% 307,926 $110.71
Q1 2016 -13,315 Reduce 4.32% 294,611 $111.65
Q2 2016 -23,435 Reduce 7.95% 271,176 $113.92
Q3 2016 -8,875 Reduce 3.27% 262,301 $112.75
Q4 2016 -23,117 Reduce 8.81% 239,184 $108.18
Q1 2017 -149 Reduce 0.06% 239,035 $108.95
Q2 2017 -2,000 Reduce 0.84% 237,035 $110.12
Q3 2017 -2,223 Reduce 0.94% 234,812 $110.87
Q4 2017 +233,324 Add 0.00% 233,323 $110.74
Q1 2018 +380 Add 0.16% 233,703 $108.93
Q2 2018 +5,375 Add 2.30% 239,078 $109.04
Q3 2018 +14,543 Add 6.08% 253,621 $107.94
Q4 2018 -16,667 Reduce 6.57% 236,954 $109.04
Q1 2019 -9,566 Reduce 4.04% 227,388 $111.19
Q2 2019 +4,237 Add 1.86% 231,625 $113.09
Q3 2019 -2,102 Reduce 0.91% 229,523 $114.10
Q4 2019 +2,974 Add 1.30% 232,497 $113.91
Q1 2020 +57,825 Add 24.87% 290,322 $113.01
Q2 2020 -36,016 Reduce 12.41% 254,306 $115.40
Q3 2020 +11,453 Add 4.50% 265,759 $115.93
Q4 2020 +4,650 Add 1.75% 270,409 $117.20
Q1 2021 -85,827 Reduce 31.74% 184,582 $116.05
Q2 2021 +7,658 Add 4.15% 192,240 $117.20
Q3 2021 +3,363 Add 1.75% 195,603 $116.17
Q4 2021 +9,135 Add 4.67% 204,738 $116.28
Q1 2022 +144,680 Add 70.67% 349,418 $109.64
Q2 2022 +71,539 Add 20.47% 420,957 $106.36
Q3 2022 +15,858 Add 3.77% 436,815 $102.58
Q4 2022 +4,031 Add 0.92% 440,846 $105.52
Q1 2023 -46,418 Reduce 10.53% 394,428 $107.74
Q2 2023 +41,159 Add 10.44% 435,587 $106.73
Q3 2023 +7,242 Add 1.66% 442,829 $102.54
Q4 2023 -4,007 Reduce 0.90% 438,822 $108.41
Q1 2024 +2,056 Add 0.47% 440,878 $107.60
Q2 2024 +476,979 Add 0.00% 476,978 $106.55
Q3 2024 +23,474 Add 4.92% 500,452 $108.63
Q4 2024 -9,913 Reduce 1.98% 490,539 $106.55
Q1 2025 +10,843 Add 2.21% 501,382 $105.44
Q2 2025 +4,467 Add 0.89% 505,849 $104.48
Q3 2025 -22,482 Reduce 4.44% 483,367 $106.49

Manning & Napier Group's iShares National Muni Bond ETF Investment FAQs

Manning & Napier Group first purchased iShares National Muni Bond ETF (MUB) in Q2 2013, acquiring 243,270 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held iShares National Muni Bond ETF (MUB) for 50 quarters since Q2 2013.

Manning & Napier Group's largest addition to iShares National Muni Bond ETF (MUB) was in Q2 2024, adding 476,978 shares worth $50.82 M.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 483,367 shares of iShares National Muni Bond ETF (MUB), valued at approximately $51.47 M.

As of the Q3 2025 filing, iShares National Muni Bond ETF (MUB) represents approximately 0.66% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in iShares National Muni Bond ETF (MUB) was 505,849 shares, as reported at the end of Q2 2025.