Ownership history in RMR Wealth Builders Β· 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 β sourced directly from SEC EDGAR 13F filings.
π RMR Wealth Builders underperformed the S&P 500 by β14.2% annually on this MUB position. Timing score: 65% (15/23 decisions correct). Average cost basis: $98.89. Maximum drawdown during holding period: β10.6%.
β Significantly underperformed the S&P 500 by 14.2% ann.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 23 add/trim decisions correct
Best entry: $92.63 (2022 Q3) Β· Worst: $104.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 7 trims. Bought during 10 of 12 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size