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iShares S&P Natl AMTFr Mncpl Bd shares owned by Regis Management Company

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Regis Management Company from 13F filings

Historical chart of Regis Management Company investment in iShares S&P Natl AMTFr Mncpl Bd

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All positions including iShares S&P Natl AMTFr Mncpl Bd held by Regis Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Regis Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $409k 3.8k 107.63
2023-09-30 $564k 5.5k 102.62
2023-06-30 $587k 5.5k 106.80
2023-03-31 $703k 6.5k 107.81
2022-12-31 $2.1M 20k 105.50
2022-09-30 $2.3M 23k 102.56
2022-06-30 $2.4M 23k 106.37
2022-03-31 $3.5M 32k 109.63
2021-12-31 $3.4M 30k 116.28
2021-09-30 $3.5M 30k 116.18
2021-06-30 $4.0M 34k 117.20
2021-03-31 $4.0M 34k 116.05
2020-12-31 $4.0M 34k 117.21
2020-09-30 $67M 59k 1140.99
2020-06-30 $35M 30k 1153.98
2020-03-31 $2.2M 20k 113.03
2019-12-31 $6.7M 59k 113.91
2019-09-30 $6.7M 59k 114.10
2019-06-30 $8.4M 74k 113.09
2019-03-31 $8.1M 73k 111.20
2018-12-31 $8.1M 74k 109.04
2018-09-30 $20M 182k 107.94
2018-06-30 $19M 173k 109.04
2018-03-31 $16M 144k 108.93
2017-12-31 $14M 129k 110.74
2017-09-30 $11M 103k 110.87
2017-06-30 $6.9M 63k 110.13
2017-03-31 $6.3M 58k 108.95
2016-12-31 $4.0M 37k 108.19
2016-09-30 $12M 107k 112.75
2016-06-30 $8.1M 71k 113.93
2016-03-31 $6.9M 62k 111.65
2015-12-31 $6.9M 62k 110.72
2015-09-30 $4.3M 40k 109.54
2015-06-30 $4.7M 44k 108.21
2015-03-31 $1.8M 17k 107.05
2014-12-31 $2.5M 22k 110.34
2014-09-30 $3.1M 28k 109.69
2014-06-30 $2.3M 22k 108.64
2014-03-31 $1.8M 17k 107.05
2013-12-31 $220k 2.1k 103.53

More positions owned by Regis Management Company

Vanguard Total Stock Market ETF (VTI)
Vanguard Europe Pacific ETF (VEA)
Vanguard Emerging Markets ETF (VWO)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Berkshire Hathaway (BRK.B)
iShares Dow Jones US Real Estate (IYR)
iShares Russell 3000 Index (IWV)
Schwab U S Broad Market ETF (SCHB)
Ishares Inc core msci emkt (IEMG)
Berkshire Hathaway (BRK.A)
Vanguard REIT ETF (VNQ)
ExlService Holdings (EXLS)
Apple (AAPL)
Energy Select Sector SPDR (XLE)

View all positions for Regis Management Company

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Envestnet Asset Management
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Advisory
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
LPL Financial
Pnc Financial Services

View all funds holding iShares S&P Natl AMTFr Mncpl Bd