ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 99,354 Value ($000) $10,642 Avg Close — Range —
Q3 2025
Shares 69,115 Value ($000) $7,360 Avg Close — Range —
Q2 2025
Shares 74,868 Value ($000) $7,822 Avg Close — Range —
Q1 2025
Shares 25,476 Value ($000) $2,686 Avg Close — Range —
Q4 2024
Shares 36,548 Value ($000) $3,894 Avg Close — Range —
Q3 2024
Shares 4,787 Value ($000) $520 Avg Close — Range —
Q2 2024
Shares 3,121 Value ($000) $333 Avg Close — Range —
Q1 2024
Shares 3,215 Value ($000) $346 Avg Close — Range —
Q4 2023
Shares 3,357 Value ($000) $364 Avg Close — Range —
Q3 2023
Shares 11,961 Value ($000) $1,226 Avg Close — Range —
Q2 2023
Shares 17,369 Value ($000) $1,854 Avg Close — Range —
Q1 2023
Shares 24,696 Value ($000) $2,661 Avg Close — Range —
Q4 2022
Shares 25,897 Value ($000) $3 Avg Close — Range —
Q2 2020
Shares 28,102 Value ($000) $3,243 Avg Close — Range —
Q1 2020
Shares 20,304 Value ($000) $2,295 Avg Close — Range —
Q4 2019
Shares 6,850 Value ($000) $780 Avg Close — Range —
Q3 2019
Shares 4,588 Value ($000) $524 Avg Close — Range —
Q2 2019
Shares 5,132 Value ($000) $580 Avg Close — Range —
Q1 2019
Shares 5,185 Value ($000) $576 Avg Close — Range —
Q4 2018
Shares 8,868 Value ($000) $967 Avg Close — Range —
Q3 2018
Shares 5,260 Value ($000) $568 Avg Close — Range —
Q2 2018
Shares 8,004 Value ($000) $873 Avg Close — Range —
Q1 2018
Shares 5,626 Value ($000) $613 Avg Close — Range —
Q4 2017
Shares 5,051 Value ($000) $559 Avg Close — Range —