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

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

Historical chart of Accretive Wealth Partners 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 Accretive Wealth Partners 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 Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 2.2k 108.63
2024-06-30 $265k 2.5k 106.55
2024-03-31 $273k 2.6k 106.67
2023-12-31 $285k 2.6k 108.41

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Fair Isaac Corporation (FICO)
Progressive Corporation (PGR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Accretive Wealth Partners

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Creative Planning
Wealthfront Advisers
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
LPL Financial
Pnc Financial Services
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Portfolio Solutions

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