Ownership history in Revolve Wealth Partners, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Revolve Wealth Partners, 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 | 148,750 | +6,555 | +4.6% | 1.87% | $15.9M | $106.55 |
| 2025 Q3 | ADDED | 142,195 | +8,880 | +6.7% | 1.82% | $15.1M | $104.81 |
| 2025 Q2 | ADDED | 133,315 | +5,025 | +3.9% | 1.81% | $13.9M | $102.01 |
| 2025 Q1 | ADDED | 128,290 | +4,097 | +3.3% | 1.96% | $13.5M | $102.12 |
| 2024 Q4 | ADDED | 124,193 | +11,989 | +10.7% | 1.90% | $13.2M | $102.67 |
| 2024 Q3 | REDUCED | 112,204 | -51 | -0.0% | 1.86% | $12.2M | $103.62 |
| 2024 Q2 | REDUCED | 112,255 | -2,728 | -2.4% | 1.97% | $12.0M | $100.89 |
| 2024 Q1 | ADDED | 114,983 | +3,002 | +2.7% | 2.11% | $12.4M | $101.12 |
| 2023 Q4 | REDUCED | 111,981 | -3,288 | -2.9% | 2.34% | $12.1M | $101.39 |
| 2023 Q3 | ADDED | 115,269 | +6,127 | +5.6% | 2.72% | $11.8M | $94.98 |
As of 2025 Q4 — sorted by position size