MUB β€” ISHARES TR

Ownership history in Crumly & Associates Inc.  Β·  10 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported ISHARES TR (MUB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2025 Q1. The latest visible filing shows MUB at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUB was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held MUB β€” position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17,885 -2,597 -12.7% 0.40% $1.9M 2026-05-15 (Est.) $107.37
2025 Q4 ADDED 20,482 +118 +0.6% 0.46% $2.2M 2026-01-14 $106.92
2025 Q3 ADDED 20,364 +9,804 +92.8% 0.47% $2.2M 2025-11-03 $105.65
2025 Q2 REDUCED 10,560 -7,124 -40.3% 0.27% $1.1M 2025-07-02 $101.89
2025 Q1 ADDED 17,684 +474 +2.8% 0.51% $1.9M 2025-04-22 $99.88
2024 Q4 ADDED 17,210 +238 +1.4% 0.50% $1.8M 2025-02-03 $102.54
2024 Q3 ADDED 16,972 +5,571 +48.9% 0.51% $1.8M 2024-11-01 $102.08
2024 Q2 ADDED 11,401 +2,757 +31.9% 0.35% $1.2M 2024-08-02 $102.74
2024 Q1 ADDED 8,644 +6,432 +290.8% 0.24% $930K 2024-05-01 $100.03
2023 Q4 INITIATED 2,212 β€” β€” 0.07% $238K 2024-01-29 $100.81

FAQ About Crumly & Associates Inc. and MUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning MUB?

Crumly & Associates Inc. reported MUB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUB position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for MUB was 0.51% in 2025 Q1.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 17,885 shares, equal to 0.40% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MUB ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly MUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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