Ownership history in Accel Wealth Management · 15 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST NATIONAL MUN ETF (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 Q3 | REDUCED | 3,236 | -223 | -6.4% | 0.10% | $345K | $104.81 |
| 2025 Q2 | REDUCED | 3,459 | -813 | -19.0% | 0.12% | $361K | $102.01 |
| 2025 Q1 | REDUCED | 4,272 | -1,291 | -23.2% | 0.16% | $450K | $102.12 |
| 2024 Q4 | REDUCED | 5,563 | -7 | -0.1% | 0.22% | $593K | $102.67 |
| 2024 Q3 | ADDED | 5,570 | +4,695 | +536.6% | 0.23% | $605K | $103.62 |
| 2023 Q1 | REDUCED | 875 | -203 | -18.8% | 0.04% | $94K | $98.50 |
| 2022 Q4 | REDUCED | 1,078 | -2,381 | -68.8% | 0.05% | $114K | $96.04 |
| 2022 Q3 | REDUCED | 3,459 | -59 | -1.7% | 0.19% | $358K | $92.63 |
| 2022 Q2 | ADDED | 3,518 | +170 | +5.1% | 0.22% | $378K | $95.53 |
| 2022 Q1 | ADDED | 3,348 | +10 | +0.3% | 0.19% | $366K | $98.03 |
As of 2025 Q4 — sorted by position size