W ADVISORS, LLC MUB — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES TR (MUB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.99% in 2023 Q4. The latest visible filing shows MUB at 0.80% 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 W ADVISORS, LLC's position in ISHARES TR, 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
2026 Q1

MUB was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

MUB stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,720 +195 +1.3% 0.80% $1.6M 2026-04-29 $107.04
2025 Q4 ADDED — — — 14,525 +6,005 +70.5% 0.78% $1.6M 2026-02-13 $107.68
2025 Q3 REDUCED — — — 8,520 -134 -1.5% 0.48% $907K 2025-11-14 $105.56
2025 Q2 REDUCED — — — 8,654 -179 -2.0% 0.52% $904K 2025-08-07 $101.89
2025 Q1 ADDED — — — 8,833 +602 +7.3% 0.58% $931K 2025-05-13 $101.42
2024 Q4 REDUCED 14.0% -0.5% ✅ 8,231 -1,345 -14.0% 0.54% $877K 2025-01-22 $102.16
2024 Q3 REDUCED 9.0% -0.9% ✅ 9,576 -946 -9.0% 0.64% $1.0M 2024-10-28 $102.14
2024 Q2 ADDED — — — 10,522 +1,933 +22.5% 0.74% $1.1M 2024-08-06 $102.51
2024 Q1 REDUCED 30.3% -0.4% ✅ 8,589 -3,726 -30.3% 0.63% $924K 2024-04-25 $99.72
2023 Q4 REDUCED 43.8% -0.6% ✅ 12,315 -9,611 -43.8% 0.99% $1.3M 2024-02-06 $100.82
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUB

As of 2026 Q1 — sorted by position size

VERUS WEALTH MANAGEMENT, LLC 12.39% Liquid Strategies, LLC 3Y 7.57% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7.55% Orgel Wealth Management, LLC 3Y 7Y 6.12% 21 West Wealth Management LLC 5.66% BCO Wealth Management LLC 5.42% Cardinal Strategic Wealth Guidance 3Y 4.97% Morton Brown Family Wealth, LLC 3Y 4.92% BROWN WEALTH MANAGEMENT, LLC 4.6% Financial Planning Fort Collins, LLC 4.4%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning MUB?

W ADVISORS, LLC reported MUB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUB position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MUB was 0.99% in 2023 Q4.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 14,720 shares, equal to 0.80% of portfolio, with an estimated market value of $1.6M.

What does the chart on this MUB ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, W ADVISORS, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on MUB relative to SPY over the holding period was -12.7%.

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