MUB ISHARES TR

Ownership history in WIT, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC reported a position in ISHARES TR (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.

Peak position
2.04% (2024 Q4)
Avg. % of fund
0.7%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 61,978 0% 0.13% $6.6M $106.55
2025 Q3 REDUCED 61,978 -44 -0.1% 0.15% $6.6M $104.81
2025 Q2 REDUCED 62,022 -237,986 -79.3% 0.16% $6.5M $102.01
2025 Q1 ADDED 300,008 +299,717 +102995.5% 1.71% $60.1M $102.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUB price (monthly, adj. close)
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