MUB ISHARES NATIONAL MUNI BOND ETF

Ownership history in Salomon & Ludwin, LLC  ·  13 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ISHARES NATIONAL MUNI BOND ETF (MUB) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.67% in 2025 Q1. The latest visible filing shows MUB at 2.04% 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 Salomon & Ludwin, LLC's position in ISHARES NATIONAL MUNI BOND ETF, 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 2.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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.

How Salomon & Ludwin, LLC held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 215,345 +15,365 +7.7% 2.04% $23.1M 2026-02-14 (Est.) $107.97
2025 Q3 REDUCED 199,980 -43,476 -17.9% 1.91% $21.3M 2025-10-21 $106.17
2025 Q2 ADDED 243,456 +6,255 +2.6% 2.51% $25.4M 2025-07-29 $101.68
2025 Q1 ADDED 237,201 +10,221 +4.5% 2.67% $25.0M 2025-04-28 $101.24
2024 Q4 ADDED 226,980 +12,220 +5.7% 2.56% $24.2M 2025-01-30 $102.82
2024 Q3 ADDED 214,760 +27,450 +14.7% 2.39% $23.5M 2024-10-24 $102.20
2024 Q2 ADDED 187,310 +21,037 +12.7% 2.23% $20.0M 2024-07-25 $101.62
2024 Q1 ADDED 166,273 +6,473 +4.1% 1.54% $17.9M 2024-05-02 $100.44
2023 Q4 UNCHANGED 159,800 0% 1.71% $16.4M 2024-02-07 $100.97
2023 Q3 ADDED 159,800 +58,020 +57.0% 1.71% $16.4M 2023-11-14 $97.35
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and MUB

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

How long has Salomon & Ludwin, LLC reported owning MUB?

Salomon & Ludwin, LLC reported MUB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MUB position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for MUB was 2.67% in 2025 Q1.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 215,345 shares, equal to 2.04% of portfolio, with an estimated market value of $23.1M.

What does the chart on this MUB ownership page compare?

The chart compares Salomon & Ludwin, LLC'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.

← Back to Salomon & Ludwin, LLC Holdings