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iShares S&P Natl AMTFr Mncpl Bd shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $658k 6.1k 108.40
2023-09-30 $6.5M 64k 102.54
2023-06-30 $6.8M 64k 106.73
2023-03-31 $6.8M 63k 107.74
2022-12-31 $1.6M 15k 105.52
2022-09-30 $1.1M 11k 102.59
2022-06-30 $7.4M 70k 106.35
2022-03-31 $563k 5.1k 109.66

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Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Bank of New York Mellon
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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