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iShares S&P Natl AMTFr Mncpl Bd shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors 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 Regal Investment 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.5M 63k 102.54
2023-06-30 $7.0M 65k 106.73
2023-03-31 $6.9M 64k 107.74
2022-12-31 $5.9M 56k 105.52
2022-09-30 $6.4M 63k 102.58
2022-06-30 $5.3M 50k 106.37
2022-03-31 $5.8M 53k 109.63
2021-12-31 $5.7M 49k 116.28
2021-09-30 $5.1M 44k 116.17
2021-06-30 $5.0M 43k 117.19
2021-03-31 $3.8M 33k 116.05
2020-12-31 $4.8M 41k 117.20
2020-09-30 $3.6M 31k 115.93
2020-06-30 $4.0M 35k 115.40
2020-03-31 $3.2M 28k 113.01
2019-12-31 $3.7M 33k 113.92
2019-09-30 $3.7M 32k 114.10
2019-06-30 $3.5M 31k 113.08
2019-03-31 $3.4M 30k 111.20
2018-12-31 $3.2M 30k 109.04
2018-09-30 $2.7M 25k 107.94
2018-06-30 $2.5M 23k 109.06
2018-03-31 $2.7M 25k 108.94
2017-12-31 $2.6M 23k 110.75
2017-09-30 $2.5M 22k 110.89
2017-06-30 $2.6M 24k 110.12
2017-03-31 $3.0M 27k 108.94
2016-12-31 $2.8M 26k 108.19
2016-09-30 $3.2M 29k 112.76
2016-06-30 $2.9M 25k 113.93
2016-03-31 $3.0M 27k 111.67
2015-12-31 $2.1M 19k 110.66
2015-09-30 $1.6M 15k 109.54
2015-06-30 $1.4M 13k 108.18
2015-03-31 $1.3M 12k 110.64
2014-12-31 $1.2M 11k 110.30
2014-09-30 $450k 4.1k 109.57
2014-06-30 $165k 1.5k 108.65
2014-03-31 $163k 1.5k 107.10
2013-09-30 $232k 2.2k 104.41
2013-06-30 $290k 2.8k 105.00

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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