MUB — ISHARES TR

Ownership history in Foster Group, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Foster Group, Inc. 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
7.92% (2022 Q2)
Avg. % of fund
3.99%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 491,509 +49,650 +11.2% 1.59% $52.6M $106.55
2025 Q3 ADDED 441,859 +42,959 +10.8% 1.48% $47.1M $104.81
2025 Q2 REDUCED 398,900 -174,286 -30.4% 1.43% $41.7M $102.01
2025 Q1 ADDED 573,186 +40,512 +7.6% 2.26% $60.4M $102.12
11 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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