MUB — ISHARES TR

Ownership history in Vericrest Private Wealth  ·  4 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private Wealth 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.

Peak position
4.56% (2021 Q4)
Avg. % of fund
3.52%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,087 -15,858 -49.6% 1.53% $1.7M $106.55
2022 Q2 REDUCED 31,945 -1,574 -4.7% 4.17% $3.4M $95.53
2022 Q1 REDUCED 33,519 -8,807 -20.8% 3.82% $3.7M $98.03
2021 Q4 INITIATED 42,326 — — 4.56% $4.9M $103.66
% of Fund (quarterly)    MUB price (monthly, adj. close)

Other funds also holding MUB

As of 2025 Q4 — 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% Nolet Wealth Management, LLC 5.89%
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