Ownership history in CV Advisors LLC · 12 quarters on record
This page tracks every 13F SEC filing in which CV Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,855 | +5,115 | +30.6% | 0.60% | $2.3M | $106.55 |
| 2025 Q3 | ADDED | 16,740 | +1,888 | +12.7% | 0.49% | $1.8M | $104.81 |
| 2025 Q2 | REDUCED | 14,852 | -29,874 | -66.8% | 0.48% | $1.6M | $102.01 |
| 2025 Q1 | UNCHANGED | 44,726 | — | 0% | 1.66% | $4.7M | $102.12 |
| 2024 Q4 | ADDED | 44,726 | +29,439 | +192.6% | 1.66% | $4.8M | $102.67 |
| 2024 Q3 | ADDED | 15,287 | +927 | +6.5% | 0.80% | $1.7M | $103.62 |
| 2024 Q2 | UNCHANGED | 14,360 | — | 0% | 0.80% | $1.5M | $100.89 |
| 2024 Q1 | UNCHANGED | 14,360 | — | 0% | 0.87% | $1.5M | $101.12 |
| 2023 Q4 | ADDED | 14,360 | +1,850 | +14.8% | 1.05% | $1.6M | $101.39 |
| 2023 Q3 | ADDED | 12,510 | +6,247 | +99.7% | 0.95% | $1.3M | $94.98 |
As of 2025 Q4 — sorted by position size