4J Wealth Management LLC MUB holdings history
ISHARES NATIONAL MUNI BOND E · CUSIP 464288414 · CIK 1840775
As of 2026-06-30, 4J Wealth Management LLC reported 7.15K MUB (shares), valued at $769.21K, or 0.38% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 7.86%; reported value decreased 6.59%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.38% | 7,147 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 0.47% | 7,757 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.48% | 7,807 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 0.51% | 8,177 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.59% | 8,337 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.74% | 8,871 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.77% | 8,916 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.81% | 9,660 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 0.88% | 9,980 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.98% | 10,523 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.66% | 26,849 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 2.90% | 28,459 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.90% | 28,459 | $2.92M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 2.66% | 26,849 | $2.91M | Shares decreased 5.66%; reported value decreased 0.26%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 0.98% | 10,523 | $1.13M | Shares decreased 60.81%; reported value decreased 61.10%, and weight changed -1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.88% | 9,980 | $1.06M | Shares decreased 5.16%; reported value decreased 6.09%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.81% | 9,660 | $1.05M | Shares decreased 3.21%; reported value decreased 1.32%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.77% | 8,916 | $950.05K | Shares decreased 7.70%; reported value decreased 9.47%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.74% | 8,871 | $935.40K | Shares decreased 0.50%; reported value decreased 1.54%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.59% | 8,337 | $871.10K | Shares decreased 6.02%; reported value decreased 6.87%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.51% | 8,177 | $870.82K | Shares decreased 1.92%; reported value decreased 0.03%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.48% | 7,807 | $836.25K | Shares decreased 4.52%; reported value decreased 3.97%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 0.47% | 7,757 | $823.45K | Shares decreased 0.64%; reported value decreased 1.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.38% | 7,147 | $769.21K | Shares decreased 7.86%; reported value decreased 6.59%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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