Ownership history in Boyd Wealth Management, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Boyd Wealth Management, LLC 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 Q3 | ADDED | 4,888 | +46 | +1.0% | 0.22% | $521K | $104.81 |
| 2025 Q2 | ADDED | 4,842 | +76 | +1.6% | 0.22% | $506K | $102.01 |
| 2025 Q1 | ADDED | 4,766 | +919 | +23.9% | 0.25% | $503K | $102.12 |
| 2024 Q4 | ADDED | 3,847 | +768 | +24.9% | 0.20% | $410K | $102.67 |
| 2024 Q3 | ADDED | 3,079 | +243 | +8.6% | 0.17% | $334K | $103.62 |
| 2024 Q2 | REDUCED | 2,836 | -1,940 | -40.6% | 0.17% | $302K | $100.89 |
| 2024 Q1 | ADDED | 4,776 | +2,397 | +100.8% | 0.29% | $514K | $101.12 |
| 2023 Q3 | REDUCED | 2,379 | -15,971 | -87.0% | 0.16% | $244K | $94.98 |
| 2022 Q3 | ADDED | 18,350 | +8,069 | +78.5% | 1.51% | $1.9M | $92.63 |
| 2022 Q2 | REDUCED | 10,281 | -1,202 | -10.5% | 0.89% | $1.1M | $95.53 |
As of 2025 Q4 — sorted by position size