ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 4,171 Value ($000) $447 Avg Close Range
Q3 2025
Shares 3,200 Value ($000) $341 Avg Close Range
Q2 2025
Shares 3,184 Value ($000) $333 Avg Close Range
Q1 2025
Shares 3,733 Value ($000) $394 Avg Close Range
Q4 2024
Shares 3,818 Value ($000) $407 Avg Close Range
Q3 2024
Shares 4,233 Value ($000) $460 Avg Close Range
Q2 2024
Shares 3,703 Value ($000) $395 Avg Close Range
Q1 2024
Shares 3,688 Value ($000) $397 Avg Close Range
Q4 2023
Shares 3,678 Value ($000) $399 Avg Close Range
Q3 2023
Shares 3,627 Value ($000) $372 Avg Close Range
Q2 2023
Shares 4,161 Value ($000) $444 Avg Close Range
Q1 2023
Shares 4,172 Value ($000) $450 Avg Close Range
Q4 2022
Shares 3,927 Value ($000) $414 Avg Close Range
Q3 2022
Shares 4,773 Value ($000) $490 Avg Close Range
Q2 2022
Shares 4,539 Value ($000) $483 Avg Close Range
Q1 2022
Shares 11,818 Value ($000) $1,296 Avg Close Range
Q4 2021
Shares 11,791 Value ($000) $1,371 Avg Close Range
Q3 2021
Shares 10,685 Value ($000) $1,241 Avg Close Range
Q2 2021
Shares 10,859 Value ($000) $1,273 Avg Close Range
Q1 2021
Shares 10,893 Value ($000) $1,264 Avg Close Range
Q4 2020
Shares 10,997 Value ($000) $1,289 Avg Close Range
Q3 2020
Shares 10,562 Value ($000) $1,224 Avg Close Range
Q2 2020
Shares 10,686 Value ($000) $1,233 Avg Close Range
Q1 2020
Shares 12,328 Value ($000) $1,393 Avg Close Range
Q4 2019
Shares 11,918 Value ($000) $1,358 Avg Close Range