Ownership history in Wayfinding Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wayfinding Financial, LLC reported a position in ISHARES NATIONAL MUNI (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 | 30,483 | +1,714 | +6.0% | 1.38% | $3.3M | $106.55 |
| 2025 Q3 | REDUCED | 28,769 | -347 | -1.2% | 1.32% | $3.1M | $104.81 |
| 2025 Q2 | ADDED | 29,116 | +4,100 | +16.4% | 1.36% | $3.0M | $102.01 |
| 2025 Q1 | ADDED | 25,016 | +1,802 | +7.8% | 1.16% | $2.6M | $102.12 |
| 2024 Q4 | ADDED | 23,214 | +2,476 | +11.9% | 1.32% | $2.5M | $102.67 |
| 2024 Q3 | ADDED | 20,738 | +971 | +4.9% | 1.67% | $2.3M | $103.62 |
| 2024 Q2 | ADDED | 19,767 | +3,149 | +18.9% | 1.19% | $2.1M | $100.89 |
| 2024 Q1 | ADDED | 16,618 | +1,009 | +6.5% | 1.04% | $1.8M | $101.12 |
| 2023 Q4 | INITIATED | 15,609 | — | — | 1.15% | $1.7M | — |
As of 2025 Q4 — sorted by position size