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iShares S&P Natl AMTFr Mncpl Bd shares owned by My Legacy Advisors

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

Historical chart of My Legacy Advisors 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 My Legacy Advisors 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 34k 108.58
2023-09-30 $2.9M 29k 101.10
2023-06-30 $3.5M 33k 107.01
2023-03-31 $3.4M 32k 108.01
2022-12-31 $3.5M 33k 107.88
2022-09-30 $3.0M 29k 103.22
2022-06-30 $3.2M 30k 106.84
2022-03-31 $3.3M 30k 109.62

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

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