MUB β€” ISHARES NATIONAL MUNI BOND ETF

Ownership history in von Borstel & Associates, Inc.  Β·  1 quarter on record

AI Ownership Summary

von Borstel & Associates, Inc. reported ISHARES NATIONAL MUNI BOND ETF (MUB) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.48% in 2025 Q3. The latest visible filing shows MUB at 0.48% 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.

What this MUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'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 Q3

MUB was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 von Borstel & Associates, Inc. held MUB β€” position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 29,042 β€” β€” 0.48% $3.1M 2025-11-14 $105.56

FAQ About von Borstel & Associates, Inc. and MUB

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

How long has von Borstel & Associates, Inc. reported owning MUB?

von Borstel & Associates, Inc. reported MUB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported MUB position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MUB was 0.48% in 2025 Q3.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q3, when von Borstel & Associates, Inc. reported 29,042 shares, equal to 0.48% of portfolio, with an estimated market value of $3.1M.

What does the chart on this MUB ownership page compare?

The chart compares von Borstel & Associates, Inc.'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.

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