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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
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 26k 116.17
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

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)
Ishares Tips Bond Etf Etf (TIP)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 2000 Etf Etf (IWM)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)
Ishares S&p 500 Value Etf Etf (IVE)

View all positions for Alera 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