ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 763 Value ($000) $82 Avg Close — Range —
Q3 2025
Shares 762 Value ($000) $81 Avg Close — Range —
Q2 2025
Shares 1,977 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 2,238 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 2,865 Value ($000) $305 Avg Close — Range —
Q3 2024
Shares 2,966 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 3,100 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 6,408 Value ($000) $690 Avg Close — Range —
Q4 2023
Shares 9,236 Value ($000) $1,001 Avg Close — Range —
Q3 2023
Shares 14,204 Value ($000) $1,456 Avg Close — Range —
Q2 2023
Shares 18,378 Value ($000) $1,961 Avg Close — Range —
Q1 2023
Shares 17,390 Value ($000) $1,874 Avg Close — Range —
Q4 2022
Shares 22,636 Value ($000) $2,389 Avg Close — Range —
Q3 2022
Shares 24,223 Value ($000) $2,485 Avg Close — Range —
Q2 2022
Shares 24,675 Value ($000) $2,624 Avg Close — Range —
Q1 2022
Shares 26,708 Value ($000) $2,928 Avg Close — Range —
Q4 2021
Shares 28,074 Value ($000) $3,264 Avg Close — Range —
Q3 2021
Shares 17,336 Value ($000) $2,014 Avg Close — Range —
Q2 2021
Shares 26,825 Value ($000) $3,144 Avg Close — Range —
Q1 2021
Shares 57,399 Value ($000) $6,661 Avg Close — Range —
Q4 2020
Shares 106,158 Value ($000) $12,442 Avg Close — Range —