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

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

Historical chart of Alera 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 Alera 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $26M 246k 106.55
2024-03-31 $19M 174k 107.60
2023-12-31 $20M 183k 108.41
2023-09-30 $1.7M 16k 102.54
2023-06-30 $4.4M 42k 106.73
2023-03-31 $4.6M 42k 107.74
2022-12-31 $10M 98k 105.52
2022-09-30 $20M 195k 102.58
2022-06-30 $18M 173k 106.36
2022-03-31 $11M 100k 109.64
2021-12-31 $2.3M 19k 116.26
2021-09-30 $3.0M 3.0k 1000.00
2021-06-30 $3.3M 29k 117.19
2021-03-31 $3.4M 29k 116.04
2020-12-31 $447k 3.8k 117.17
2020-09-30 $339k 2.9k 115.86
2020-03-31 $7.3M 37k 197.99
2019-12-31 $3.2M 29k 113.91
2019-09-30 $3.1M 27k 114.11
2019-06-30 $3.1M 27k 113.09
2019-03-31 $3.0M 27k 111.20
2018-12-31 $2.8M 26k 109.03

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

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