MUB ISHARES TR

Ownership history in Brooklyn FI, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Brooklyn FI, 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.

Peak position
5.15% (2023 Q4)
Avg. % of fund
3.29%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 139,564 -3 -0.0% 3.20% $14.9M $106.55
2025 Q3 REDUCED 139,567 -15,019 -9.7% 3.32% $14.8M $104.81
2025 Q2 ADDED 154,586 +28,453 +22.6% 4.14% $16.2M $102.01
2025 Q1 REDUCED 126,133 -6,840,332 -98.2% 4.36% $14.1M $102.12
2024 Q4 ADDED 6,966,465 +6,857,716 +6306.0% 3.91% $748.4M $102.67
2024 Q3 REDUCED 108,749 -2,490 -2.2% 4.16% $11.8M $103.62
2024 Q2 ADDED 111,239 +11,135 +11.1% 4.63% $11.9M $100.89
2024 Q1 REDUCED 100,104 -1,034 -1.0% 4.43% $10.8M $101.12
2023 Q4 ADDED 101,138 +51,268 +102.8% 5.15% $11.0M $101.39
2023 Q3 ADDED 49,870 +933 +1.9% 2.75% $5.1M $94.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUB price (monthly, adj. close)
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