MUB ISHARES

Ownership history in High Falls Advisors, Inc  ·  31 quarters on record

AI Ownership Summary

High Falls Advisors, Inc reported ISHARES (MUB) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2025 Q1. The latest visible filing shows MUB at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was High Falls Advisors, Inc's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MUB was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How High Falls Advisors, Inc held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 66,390 +4,789 +7.8% 1.44% $7.1M 2026-02-14 (Est.) $107.68
2025 Q3 ADDED 61,601 +2,663 +4.5% 1.35% $6.6M 2025-11-14 $105.56
2025 Q2 REDUCED 58,938 -18,089 -23.5% 1.36% $6.2M 2025-08-15 $101.87
2025 Q1 ADDED 77,027 +11,048 +16.7% 1.91% $8.1M 2025-05-13 $101.42
2024 Q4 REDUCED 65,979 -2,170 -3.2% 1.63% $7.0M 2025-02-14 $102.80
2024 Q3 ADDED 68,149 +15,560 +29.6% 1.69% $7.4M 2024-11-15 $102.72
2024 Q2 ADDED 52,589 +7,356 +16.3% 1.36% $5.6M 2024-08-15 $102.23
2024 Q1 REDUCED 45,233 -2,935 -6.1% 1.22% $4.9M 2024-05-16 $100.78
2023 Q4 REDUCED 48,168 -9,691 -16.7% 1.40% $5.2M 2024-02-15 $100.97
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About High Falls Advisors, Inc and MUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has High Falls Advisors, Inc reported owning MUB?

High Falls Advisors, Inc reported MUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MUB position in High Falls Advisors, Inc's portfolio?

The largest reported portfolio weight for MUB was 1.91% in 2025 Q1.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q4, when High Falls Advisors, Inc reported 66,390 shares, equal to 1.44% of portfolio, with an estimated market value of $7.1M.

What does the chart on this MUB ownership page compare?

The chart compares High Falls Advisors, Inc's quarterly MUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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