MUB — ISHARES TR

Ownership history in Gray Private Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gray Private Wealth, 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
0.79% (2024 Q1)
Avg. % of fund
0.58%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 7,332 — 0% 0.38% $785K $106.55
2025 Q3 REDUCED 7,332 -4,552 -38.3% 0.39% $781K $104.81
2025 Q2 ADDED 11,884 +2,031 +20.6% 0.67% $1.2M $102.01
2025 Q1 ADDED 9,853 +867 +9.6% 0.63% $1.0M $102.12
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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