MUB — ISHARES TR

Ownership history in Diversified, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversified, 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
0.36% (2024 Q3)
Avg. % of fund
0.17%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 29,963 +3,012 +11.2% 0.36% $3.3M $103.62
2024 Q2 ADDED 26,951 +23,626 +710.6% 0.34% $2.9M $100.89
2024 Q1 REDUCED 3,325 -680 -17.0% 0.05% $358K $101.12
2023 Q4 ADDED 4,005 +837 +26.4% 0.09% $434K $101.39
4 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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