MUB — ISHARES TR

Ownership history in Collaborative Wealth Managment Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. 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
1.14% (2025 Q4)
Avg. % of fund
0.52%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,312 +22,356 +281.0% 1.14% $3.2M $106.55
2025 Q3 ADDED 7,956 +4,137 +108.3% 0.34% $847K $104.81
2025 Q2 REDUCED 3,819 -373 -8.9% 0.17% $399K $102.01
2025 Q1 ADDED 4,192 +103 +2.5% 0.21% $442K $102.12
13 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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