WIT, LLC MUB ISHARES TR

Ownership history in WIT, LLC  ·  9 quarters on record

AI Ownership Summary

WIT, LLC reported ISHARES TR (MUB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.04% in 2024 Q4. The latest visible filing shows MUB at 0.13% 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 WIT, 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
2025 Q4

MUB was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2024 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 2025 Q4

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 WIT, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 61,978 0% 0.13% $6.6M 2026-02-14 (Est.) $107.39
2025 Q3 REDUCED 61,978 -44 -0.1% 0.15% $6.6M 2025-11-14 $105.27
2025 Q2 REDUCED 79.3% +2.7% 62,022 -237,986 -79.3% 0.16% $6.5M 2025-08-14 $101.59
2025 Q1 ADDED 300,008 +299,717 +102995.5% 1.71% $60.1M 2025-05-15 $101.13
2024 Q4 REDUCED 291 -2 -0.7% 2.04% $63.8M 2025-02-14 $102.52
2024 Q3 ADDED 293 +257 +713.9% 1.83% $63.3M 2024-11-14 $102.17
2024 Q2 ADDED 36 +16 +80.0% 0.12% $3.8M 2024-08-14 $102.28
2024 Q1 REDUCED 37.5% -0.4% 20 -12 -37.5% 0.07% $2.2M 2024-05-15 $100.66
2023 Q4 INITIATED 32 0.13% $3.5M 2024-02-14 $100.37

FAQ About WIT, 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 WIT, LLC reported owning MUB?

WIT, LLC reported MUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for MUB was 2.04% in 2024 Q4.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2025 Q4, when WIT, LLC reported 61,978 shares, equal to 0.13% of portfolio, with an estimated market value of $6.6M.

What does the chart on this MUB ownership page compare?

The chart compares WIT, 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 WIT, LLC time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, WIT, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on MUB relative to SPY over the holding period was -12.6%.

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