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MUB
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Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR

Sequoia Financial Advisors, LLC holds 2M shares of MUB (ISHARES TR), worth $209.9M as of 2026-Q1. The position was increased (+11.9% shares). MUB represents 1.2% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$209.9M

Current Shares

2M

Total Value Change

+$102.1M

Total Shares Change

+966,112

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+11.9%
$209.9M1.2%$107.76
54
2025-Q4
Increased
1.8M
+3.6%
$189.2M1.1%$106.82
50
2025-Q3
Increased
1.7M
+1.8%
$181.5M1.1%$105.02
49
2025-Q2
Increased
1.7M
+6.2%
$175M1.2%$102.13
51
2025-Q1
Increased
1.6M
+20.1%
$166.3M1.3%$102.16
57
2024-Q4
Increased
1.3M
+28.3%
$139.9M1.3%$102.97
60
2024-Q3
Increased
1M
+1.3%
$111.2M1.2%$103.97
48
2024-Q2
Decreased
1M
-4.7%
$107.7M1.3%$101.16
0

Other major holders of MUB: BANK OF AMERICA CORP /DE/

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