MUB — ISHARES TR

Ownership history in Client First Capital LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Client First Capital 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
1.39% (2024 Q3)
Avg. % of fund
1.0%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,070 -9 -0.0% 1.04% $2.5M $106.55
2025 Q3 UNCHANGED 23,079 — 0% 1.09% $2.5M $104.81
2025 Q2 UNCHANGED 23,079 — 0% 1.13% $2.4M $102.01
2025 Q1 UNCHANGED 23,079 — 0% 1.25% $2.4M $102.12
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUB price (monthly, adj. close)

Other funds also holding MUB

As of 2025 Q4 — sorted by position size

STAGE HARBOR FINANCIAL, LLC 10.88% PRAIRIEVIEW WEALTH PARTNERS, LLC 8.13% Bear Mountain Capital, Inc. 7.77% Liquid Strategies, LLC 3Y 7.57% ESG Planning DBA Harper Investing 3Y 7.02% Kingdom Financial Group LLC. 6.52% Ackerman Capital Advisors, LLC 3Y 7Y 6.46% Arkos Global Advisors 3Y 7Y 6.4% Orgel Wealth Management, LLC 3Y 7Y 6.18% Nolet Wealth Management, LLC 5.89%
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