iShares S&P Natl AMTFr Mncpl Bd shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 21k | 107.60 |
2023-12-31 | $2.4M | 22k | 108.41 |
2023-09-30 | $1.2M | 12k | 102.54 |
2023-06-30 | $1.2M | 11k | 106.74 |
2023-03-31 | $1.2M | 11k | 107.75 |
2022-12-31 | $1.1M | 10k | 105.52 |
2022-09-30 | $2.7M | 26k | 102.12 |
2022-06-30 | $1.1M | 10k | 106.32 |
2022-03-31 | $1.1M | 10k | 109.56 |
2021-12-31 | $1.3M | 11k | 116.28 |
2021-09-30 | $1.3M | 11k | 116.16 |
2021-06-30 | $1.2M | 10k | 117.11 |
2021-03-31 | $1.2M | 10k | 115.98 |
2020-12-31 | $1.1M | 9.5k | 117.11 |
2020-09-30 | $1.0M | 8.6k | 115.87 |
2020-06-30 | $977k | 8.5k | 115.35 |
2020-03-31 | $392k | 3.5k | 112.77 |
2018-12-31 | $465k | 4.3k | 109.08 |
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