ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 117,485 Value ($000) $12,584 Avg Close — Range —
Q3 2025
Shares 124,653 Value ($000) $13,274 Avg Close — Range —
Q2 2025
Shares 125,314 Value ($000) $13,093 Avg Close — Range —
Q1 2025
Shares 123,806 Value ($000) $13,054 Avg Close — Range —
Q4 2024
Shares 114,697 Value ($000) $12,221 Avg Close — Range —
Q3 2024
Shares 115,183 Value ($000) $12,512 Avg Close — Range —
Q2 2024
Shares 128,271 Value ($000) $13,667 Avg Close — Range —
Q1 2024
Shares 109,874 Value ($000) $11,822 Avg Close — Range —
Q4 2023
Shares 90,372 Value ($000) $9,797 Avg Close — Range —
Q3 2023
Shares 85,258 Value ($000) $8,742 Avg Close — Range —
Q2 2023
Shares 84,799 Value ($000) $9,051 Avg Close — Range —
Q1 2023
Shares 88,060 Value ($000) $9,488 Avg Close — Range —
Q4 2022
Shares 99,212 Value ($000) $10,469 Avg Close — Range —
Q3 2022
Shares 14,996 Value ($000) $1,538 Avg Close — Range —
Q2 2022
Shares 18,539 Value ($000) $1,972 Avg Close — Range —
Q1 2022
Shares 17,190 Value ($000) $1,885 Avg Close — Range —
Q4 2021
Shares 12,219 Value ($000) $1,376 Avg Close — Range —
Q3 2021
Shares 12,751 Value ($000) $1,481 Avg Close — Range —
Q2 2021
Shares 13,126 Value ($000) $1,538 Avg Close — Range —
Q1 2021
Shares 13,465 Value ($000) $1,571 Avg Close — Range —
Q4 2020
Shares 13,843 Value ($000) $1,632 Avg Close — Range —
Q3 2020
Shares 13,843 Value ($000) $1,594 Avg Close — Range —
Q2 2020
Shares 14,052 Value ($000) $1,643 Avg Close — Range —
Q1 2020
Shares 20,373 Value ($000) $2,302 Avg Close — Range —
Q4 2019
Shares 22,058 Value ($000) $2,543 Avg Close — Range —
Q3 2019
Shares 22,740 Value ($000) $2,595 Avg Close — Range —
Q2 2019
Shares 22,656 Value ($000) $2,562 Avg Close — Range —
Q1 2019
Shares 22,679 Value ($000) $2,522 Avg Close — Range —
Q4 2018
Shares 24,569 Value ($000) $2,679 Avg Close — Range —