Ownership history in Activest Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ISHARES (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 | ADDED | 42 | +26 | +162.5% | 0.00% | $4K | $104.81 |
| 2024 Q3 | UNCHANGED | 16 | — | 0% | 0.00% | $2K | $103.62 |
| 2024 Q2 | ADDED | 16 | +1 | +6.7% | 0.00% | $2K | $100.89 |
| 2024 Q1 | UNCHANGED | 15 | — | 0% | 0.00% | $2K | $101.12 |
| 2023 Q4 | UNCHANGED | 15 | — | 0% | 0.00% | $2K | $101.39 |
| 2023 Q3 | INITIATED | 15 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size