ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 81,508 Value ($000) $8,730 Avg Close — Range —
Q3 2025
Shares 75,484 Value ($000) $8,038 Avg Close — Range —
Q2 2025
Shares 71,106 Value ($000) $7,429 Avg Close — Range —
Q1 2025
Shares 75,411 Value ($000) $7,951 Avg Close — Range —
Q4 2024
Shares 125,890 Value ($000) $13,414 Avg Close — Range —
Q3 2024
Shares 118,819 Value ($000) $12,907 Avg Close — Range —
Q2 2024
Shares 92,269 Value ($000) $9,831 Avg Close — Range —
Q1 2024
Shares 32,893 Value ($000) $3,539 Avg Close — Range —
Q4 2023
Shares 26,981 Value ($000) $2,925 Avg Close — Range —
Q3 2023
Shares 28,301 Value ($000) $2,902 Avg Close — Range —
Q2 2023
Shares 28,004 Value ($000) $2,989 Avg Close — Range —
Q1 2023
Shares 17,342 Value ($000) $1,868 Avg Close — Range —
Q4 2022
Shares 17,269 Value ($000) $1,822 Avg Close — Range —
Q3 2022
Shares 23,672 Value ($000) $2,428,259 Avg Close — Range —
Q2 2022
Shares 44,920 Value ($000) $4,777,642 Avg Close — Range —
Q1 2022
Shares 31,257 Value ($000) $3,426,980 Avg Close — Range —
Q4 2021
Shares 76,678 Value ($000) $8,916,113 Avg Close — Range —
Q3 2021
Shares 118,606 Value ($000) $13,778,438 Avg Close — Range —
Q2 2021
Shares 29,151 Value ($000) $3,416,507 Avg Close — Range —
Q1 2021
Shares 24,552 Value ($000) $2,849,258 Avg Close — Range —
Q4 2020
Shares 23,901 Value ($000) $2,801,175 Avg Close — Range —
Q3 2020
Shares 24,080 Value ($000) $2,791,603 Avg Close — Range —
Q2 2020
Shares 22,934 Value ($000) $2,646,559 Avg Close — Range —
Q1 2020
Shares 26,290 Value ($000) $2,971,043 Avg Close — Range —
Q4 2019
Shares 29,101 Value ($000) $3,314,865 Avg Close — Range —
Q3 2019
Shares 54,330 Value ($000) $3,513,792 Avg Close — Range —
Q2 2019
Shares 28,168 Value ($000) $3,185,494 Avg Close — Range —
Q1 2019
Shares 28,299 Value ($000) $3,146,611 Avg Close — Range —
Q4 2018
Shares 20,862 Value ($000) $2,274,751 Avg Close — Range —