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iShares S&P Natl AMTFr Mncpl Bd shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $255M 2.4M 106.49
2025-06-30 $253M 2.4M 104.48
2025-03-31 $283M 2.7M 105.44
2024-12-31 $296M 2.8M 106.55
2024-09-30 $304M 2.8M 108.63
2024-06-30 $296M 2.8M 106.55
2024-03-31 $298M 2.8M 107.60
2023-12-31 $296M 2.7M 108.41
2023-09-30 $58M 567k 102.54
2023-06-30 $59M 555k 106.73
2023-03-31 $61M 567k 107.74
2022-12-31 $60M 557k 107.29
2022-09-30 $40M 391k 102.58
2022-06-30 $13M 123k 106.36
2022-03-31 $40M 361k 109.64
2021-12-31 $6.9M 60k 116.28
2021-09-30 $854k 7.4k 116.16
2021-06-30 $1.4M 12k 117.24
2021-03-31 $2.2M 19k 116.05
2020-12-31 $1.6M 14k 117.22
2020-09-30 $1.5M 13k 115.93
2020-06-30 $1.5M 13k 115.39
2020-03-31 $1.7M 15k 113.01
2019-12-31 $1.7M 15k 113.89
2019-09-30 $1.8M 16k 114.13
2019-06-30 $1.7M 16k 113.09
2019-03-31 $1.7M 16k 111.22
2018-12-31 $2.3M 21k 109.03
2018-09-30 $66M 613k 107.94
2018-06-30 $68M 624k 109.04
2018-03-31 $73M 667k 108.93
2017-12-31 $76M 690k 110.74
2017-09-30 $78M 706k 110.87
2017-06-30 $79M 721k 110.12
2017-03-31 $81M 741k 108.95
2016-12-31 $85M 788k 108.18

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Wells Fargo & Company
Fisher Investments
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Us Bancorp
Wealthfront Advisers

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