MUB β€” ISHARES TR

Ownership history in Nolet Wealth Management, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Nolet Wealth Management, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.89% (2025 Q4)
πŸ“Š Avg. % of fund
5.89%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    MUB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 98,583 β€” β€” 5.89% $10.6M $106.55

🏒 Other funds also holding MUB

As of 2025 Q4 β€” 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% Cardinal Strategic Wealth Guidance 3Y 5.1%
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