MUB — ISHARES NATIONAL MUNI BOND ETF

Ownership history in Global Wealth Strategies & Associates  ·  13 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in ISHARES NATIONAL MUNI BOND ETF (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
2.9% (2025 Q4)
Avg. % of fund
2.39%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 108,465 +4,726 +4.6% 2.90% $11.6M $106.55
2025 Q3 ADDED 103,739 +9,126 +9.6% 2.84% $11.0M $104.81
2025 Q2 ADDED 94,613 +4,512 +5.0% 2.83% $9.9M $102.01
2025 Q1 ADDED 90,101 +13,827 +18.1% 2.88% $9.5M $102.12
9 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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