Wealth Advisors of Iowa, LLC MUB — ISHARES TR

Ownership history in Wealth Advisors of Iowa, LLC  ·  25 quarters on record

AI Ownership Summary

Wealth Advisors of Iowa, LLC reported ISHARES TR (MUB) in 25 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows MUB at 0.24% 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 Wealth Advisors of Iowa, 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 Q2

MUB was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 Wealth Advisors of Iowa, LLC fund profile Wealth Advisors of Iowa, LLC full holdings
How Wealth Advisors of Iowa, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,319 +7 +0.1% 0.24% $895K 2026-07-30 $104.89
2026 Q1 ADDED — — — 8,312 +6 +0.1% 0.27% $882K 2026-05-13 $105.21
2025 Q4 ADDED — — — 8,306 +10 +0.1% 0.29% $890K 2026-02-05 $105.51
2025 Q3 REDUCED 5.7% +1.6% ❌ 8,296 -497 -5.7% 0.30% $883K 2025-11-14 $103.86
2025 Q2 REDUCED 7.3% +2.7% ❌ 8,793 -693 -7.3% 0.34% $919K 2025-08-12 $100.32
2025 Q1 ADDED — — — 9,486 +4,137 +77.3% 0.43% $1.0M 2025-05-12 $99.57
2024 Q4 REDUCED 40.8% -0.5% ✅ 5,349 -3,693 -40.8% 0.29% $570K 2025-02-11 $101.04
2024 Q3 ADDED — — — 9,042 +941 +11.6% 0.50% $982K 2024-11-12 $100.73
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUB

As of 2026 Q3 — sorted by position size

Sincerus Advisory, LLC 4.07% Wedmont Private Capital 3Y 2.98% Trust Co 3Y 7Y 2.91% Aletheian Wealth Advisors LLC 3Y 2.89% Veery Capital, LLC 3Y 2.88% Exchange Bank 2.82% Apeiron RIA LLC 3Y 2.39% Global Wealth Strategies & Associates 3Y 2.13% MKD WEALTH COACHES, LLC 3Y 7Y 1.88% Legacy Private Trust Co. 3Y 7Y 1.74%

FAQ About Wealth Advisors of Iowa, 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 Wealth Advisors of Iowa, LLC reported owning MUB?

Wealth Advisors of Iowa, LLC reported MUB across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MUB position in Wealth Advisors of Iowa, LLC's portfolio?

The largest reported portfolio weight for MUB was 0.50% in 2024 Q3.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2026 Q2, when Wealth Advisors of Iowa, LLC reported 8,319 shares, equal to 0.24% of portfolio, with an estimated market value of $895K.

What does the chart on this MUB ownership page compare?

The chart compares Wealth Advisors of Iowa, 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 Wealth Advisors of Iowa, LLC time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, Wealth Advisors of Iowa, LLC correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on MUB relative to SPY over the holding period was -13.9%.

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