MUB — ISHARES TR

Ownership history in Cook Wealth, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, 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
6.67% (2023 Q3)
Avg. % of fund
5.08%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 86,198 — 0% 4.37% $9.0M $106.55
2025 Q2 UNCHANGED 86,198 — 0% 4.37% $9.0M $102.01
2025 Q1 REDUCED 86,198 -8,860 -9.3% 4.37% $9.0M $102.12
2024 Q4 ADDED 95,058 +2,003 +2.2% 4.73% $10.1M $102.67
6 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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