Ownership history in IMPACTfolio, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which IMPACTfolio, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 80,456 | +4,975 | +6.6% | 3.62% | $8.6M | $106.55 |
| 2025 Q3 | ADDED | 75,481 | +7,416 | +10.9% | 3.47% | $8.0M | $104.81 |
| 2025 Q2 | REDUCED | 68,065 | -2,590 | -3.7% | 3.37% | $7.1M | $102.01 |
| 2025 Q1 | ADDED | 70,655 | +10,847 | +18.1% | 3.92% | $7.4M | $102.12 |
As of 2025 Q4 — sorted by position size