Ownership history in Abound Wealth Management · 7 quarters on record
This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in ISHARES TR (MUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 26,314 | -495 | -1.8% | 0.66% | $2.8M | $106.55 |
| 2025 Q3 | ADDED | 26,809 | +999 | +3.9% | 0.71% | $2.9M | $104.81 |
| 2025 Q2 | ADDED | 25,810 | +10,462 | +68.2% | 0.76% | $2.7M | $102.01 |
| 2025 Q1 | REDUCED | 15,348 | -1,990 | -11.5% | 0.54% | $1.6M | $102.12 |
| 2024 Q4 | ADDED | 17,338 | +1,480 | +9.3% | 0.59% | $1.8M | $102.67 |
| 2024 Q3 | ADDED | 15,858 | +3,747 | +30.9% | 0.57% | $1.7M | $103.62 |
| 2024 Q2 | INITIATED | 12,111 | — | — | 0.96% | $1.3M | — |
As of 2025 Q4 — sorted by position size