ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q1 2025
Shares 3,540 Value ($000) $373 Avg Close — Range —
Q4 2024
Shares 4,668 Value ($000) $497 Avg Close — Range —
Q3 2024
Shares 5,025 Value ($000) $546 Avg Close — Range —
Q2 2024
Shares 5,112 Value ($000) $545 Avg Close — Range —
Q1 2024
Shares 4,814 Value ($000) $518 Avg Close — Range —
Q4 2023
Shares 6,066 Value ($000) $658 Avg Close — Range —
Q3 2023
Shares 63,501 Value ($000) $6,511 Avg Close — Range —
Q2 2023
Shares 64,056 Value ($000) $6,837 Avg Close — Range —
Q1 2023
Shares 63,070 Value ($000) $6,795 Avg Close — Range —
Q4 2022
Shares 15,439 Value ($000) $1,629 Avg Close — Range —
Q3 2022
Shares 11,132 Value ($000) $1,142 Avg Close — Range —
Q2 2022
Shares 69,560 Value ($000) $7,398 Avg Close — Range —
Q1 2022
Shares 5,134 Value ($000) $563 Avg Close — Range —