Ownership history in VICUS CAPITAL · 49 quarters on record
This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in ISHARES AMT-FREE MUNI BOND ETF 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 | ADDED | 176,491 | +3,622 | +2.1% | 1.42% | $18.9M | $106.55 |
| 2025 Q3 | REDUCED | 172,869 | -3,474 | -2.0% | 1.41% | $18.4M | $104.81 |
| 2025 Q2 | REDUCED | 176,343 | -30,532 | -14.8% | 1.53% | $18.4M | $102.01 |
| 2025 Q1 | REDUCED | 206,875 | -790 | -0.4% | 2.03% | $21.8M | $102.12 |
As of 2025 Q4 — sorted by position size