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

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

Historical chart of Confluence Wealth Services investment in iShares S&P Natl AMTFr Mncpl Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 24k 107.60
2023-12-31 $1.0M 9.6k 108.41
2022-09-30 $229k 2.2k 102.37
2022-06-30 $248k 2.3k 107.69
2021-12-31 $85k 733 115.96

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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