Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in ISHARES NATIONAL MUNI BOND ETF (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 | REDUCED | 144,051 | -37,989 | -20.9% | 1.23% | $15.4M | $106.55 |
| 2025 Q3 | ADDED | 182,040 | +10,573 | +6.2% | 1.62% | $19.4M | $104.81 |
| 2025 Q2 | ADDED | 171,467 | +9,186 | +5.7% | 1.63% | $17.9M | $102.01 |
| 2025 Q1 | ADDED | 162,281 | +19,796 | +13.9% | 1.80% | $17.1M | $102.12 |
| 2024 Q4 | REDUCED | 142,485 | -7,827 | -5.2% | 1.58% | $15.2M | $102.67 |
| 2024 Q3 | ADDED | 150,312 | +12,043 | +8.7% | 1.73% | $16.3M | $103.62 |
| 2024 Q2 | ADDED | 138,269 | +7,779 | +6.0% | 1.69% | $14.7M | $100.89 |
| 2024 Q1 | REDUCED | 130,490 | -390 | -0.3% | 1.70% | $14.0M | $101.12 |
| 2023 Q4 | REDUCED | 130,880 | -16,492 | -11.2% | 1.99% | $14.2M | $101.39 |
| 2023 Q3 | ADDED | 147,372 | +7,228 | +5.2% | 2.41% | $15.1M | $94.98 |
As of 2025 Q4 — sorted by position size