MUB — ISHARES TR

Ownership history in Integrated Advisors Network LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network 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
2.0% (2020 Q1)
Avg. % of fund
0.96%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 172,613 +9,103 +5.6% 0.82% $18.5M $106.55
2025 Q3 ADDED 163,510 +27,541 +20.3% 0.73% $17.4M $104.81
2025 Q2 ADDED 135,969 +5,794 +4.5% 0.64% $14.2M $102.01
2025 Q1 ADDED 130,175 +21,509 +19.8% 0.69% $13.7M $102.12
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% 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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