MUB β€” ISHARES TR

Ownership history in Consolidated Portfolio Review Corp  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Consolidated Portfolio Review Corp 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q2)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    MUB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,472 -31 -0.9% 0.05% $370K $104.81
2025 Q2 INITIATED 3,503 β€” β€” 0.05% $366K $102.01

🏒 Other funds also holding MUB

As of 2025 Q4 β€” 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%
← Back to Consolidated Portfolio Review Corp Holdings