ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 351,298 Value ($000) $37,628 Avg Close Range
Q3 2025
Shares 338,864 Value ($000) $36,086 Avg Close Range
Q2 2025
Shares 344,020 Value ($000) $35,943 Avg Close Range
Q1 2025
Shares 295,299 Value ($000) $31,136 Avg Close Range
Q4 2024
Shares 317,352 Value ($000) $33,814 Avg Close Range
Q3 2024
Shares 300,700 Value ($000) $32,665 Avg Close Range
Q2 2024
Shares 289,045 Value ($000) $30,798 Avg Close Range
Q1 2024
Shares 276,642 Value ($000) $29,767 Avg Close Range
Q4 2023
Shares 270,829 Value ($000) $29,361 Avg Close Range
Q3 2023
Shares 58,095 Value ($000) $5,957 Avg Close Range
Q2 2023
Shares 53,005 Value ($000) $5,657 Avg Close Range
Q1 2023
Shares 50,793 Value ($000) $5,472 Avg Close Range
Q4 2022
Shares 51,554 Value ($000) $5,440 Avg Close Range
Q3 2022
Shares 62,054 Value ($000) $6,365 Avg Close Range
Q2 2022
Shares 50,399 Value ($000) $5,360 Avg Close Range
Q1 2022
Shares 102,184 Value ($000) $11,203 Avg Close Range
Q4 2021
Shares 98,194 Value ($000) $11,418 Avg Close Range
Q3 2021
Shares 94,303 Value ($000) $10,955 Avg Close Range
Q2 2021
Shares 72,963 Value ($000) $8,551 Avg Close Range
Q1 2021
Shares 64,579 Value ($000) $7,494 Avg Close Range
Q4 2020
Shares 56,733 Value ($000) $6,649 Avg Close Range
Q3 2020
Shares 39,766 Value ($000) $4,610 Avg Close Range
Q2 2020
Shares 39,721 Value ($000) $4,584 Avg Close Range
Q1 2020
Shares 55,691 Value ($000) $6,294 Avg Close Range
Q4 2019
Shares 39,308 Value ($000) $4,478 Avg Close Range
Q3 2019
Shares 25,040 Value ($000) $2,857 Avg Close Range
Q2 2019
Shares 14,121 Value ($000) $1,597 Avg Close Range