INVESTMENT PARTNERS, LTD. MUB — ISHARES

Ownership history in INVESTMENT PARTNERS, LTD.  ·  29 quarters on record

AI Ownership Summary

INVESTMENT PARTNERS, LTD. reported ISHARES (MUB) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.7% in 2023 Q4. The latest visible filing shows MUB at 0.84% 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 INVESTMENT PARTNERS, LTD.'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 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2023 Q4

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.

MUB stock page INVESTMENT PARTNERS, LTD. fund profile INVESTMENT PARTNERS, LTD. full holdings
How INVESTMENT PARTNERS, LTD. held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21.6% -0.4% ✅ 22,524 -6,201 -21.6% 0.84% $2.4M 2026-02-14 (Est.) $107.68
2025 Q3 ADDED — — — 28,725 +3,890 +15.7% 1.08% $3.1M 2025-11-07 $105.80
2025 Q2 ADDED — — — 24,835 +448 +1.8% 0.98% $2.6M 2025-08-08 $101.83
2025 Q1 REDUCED 5.5% -0.1% ✅ 24,387 -1,425 -5.5% 1.07% $2.6M 2025-04-30 $101.43
2024 Q4 REDUCED 16.4% -0.5% ✅ 25,812 -5,082 -16.4% 1.13% $2.8M 2025-02-06 $103.03
2024 Q3 REDUCED 7.8% -0.9% ✅ 30,894 -2,629 -7.8% 1.40% $3.4M 2024-11-04 $102.46
2024 Q2 ADDED — — — 33,523 +1,683 +5.3% 1.60% $3.6M 2024-08-08 $102.00
2024 Q1 REDUCED — — — 31,840 -15 -0.0% 1.55% $3.4M 2024-04-16 $99.79
2023 Q4 ADDED — — — 31,855 +792 +2.5% 1.70% $3.5M 2024-02-02 $100.93
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUB

As of 2026 Q1 — sorted by position size

VERUS WEALTH MANAGEMENT, LLC 12.39% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7.55% Orgel Wealth Management, LLC 3Y 7Y 6.12% 21 West Wealth Management LLC 5.66% BCO Wealth Management LLC 5.42% Cardinal Strategic Wealth Guidance 3Y 4.97% Morton Brown Family Wealth, LLC 3Y 4.92% BROWN WEALTH MANAGEMENT, LLC 4.6% SOL Capital Management CO 3Y 7Y 4.37% Sincerus Advisory, LLC 4.22%

FAQ About INVESTMENT PARTNERS, LTD. and MUB

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

How long has INVESTMENT PARTNERS, LTD. reported owning MUB?

INVESTMENT PARTNERS, LTD. reported MUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MUB position in INVESTMENT PARTNERS, LTD.'s portfolio?

The largest reported portfolio weight for MUB was 1.70% in 2023 Q4.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q4, when INVESTMENT PARTNERS, LTD. reported 22,524 shares, equal to 0.84% of portfolio, with an estimated market value of $2.4M.

What does the chart on this MUB ownership page compare?

The chart compares INVESTMENT PARTNERS, LTD.'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.

How well did INVESTMENT PARTNERS, LTD. time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, INVESTMENT PARTNERS, LTD. correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on MUB relative to SPY over the holding period was -13.0%.

← Back to INVESTMENT PARTNERS, LTD. Holdings