Graves-Light Private Wealth Management »

iShares S&P Natl AMTFr Mncpl Bd shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 12k 108.41
2023-09-30 $1.4M 14k 101.56
2023-06-30 $5.0M 46k 106.73
2023-03-31 $5.0M 47k 107.74
2022-12-31 $5.6M 53k 105.52
2022-09-30 $8.7M 84k 102.59
2022-06-30 $8.2M 77k 106.36
2022-03-31 $9.8M 89k 109.64
2021-12-31 $9.7M 83k 116.28
2021-09-30 $9.0M 78k 116.17
2021-06-30 $8.5M 72k 117.19
2021-03-31 $7.5M 65k 116.05
2020-12-31 $7.5M 64k 117.21
2020-09-30 $7.4M 64k 115.93
2020-06-30 $7.5M 65k 115.39
2020-03-31 $7.4M 66k 113.02
2019-12-31 $8.7M 76k 113.91
2019-09-30 $8.7M 76k 114.21
2019-06-30 $8.8M 78k 113.10
2019-03-31 $8.4M 75k 111.20
2018-12-31 $3.4M 31k 109.02

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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