MUB — ISHARES TR

Ownership history in ESG Planning DBA Harper Investing  ·  16 quarters on record

This page tracks every 13F SEC filing in which ESG Planning DBA Harper Investing 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
18.9% (2022 Q2)
Avg. % of fund
9.45%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 152,311 +21,194 +16.2% 7.02% $16.3M $106.55
2025 Q3 ADDED 131,117 +21,877 +20.0% 6.65% $14.0M $104.81
2025 Q2 REDUCED 109,240 -97,491 -47.2% 6.38% $11.4M $102.01
2025 Q1 ADDED 206,731 +14,212 +7.4% 14.45% $21.8M $102.12
12 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% 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% Cardinal Strategic Wealth Guidance 3Y 5.1%
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