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iShares S&P Natl AMTFr Mncpl Bd shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies 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 Aspen Wealth Strategies 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 Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $829k 7.6k 108.62
2024-06-30 $849k 7.9k 107.49
2024-03-31 $978k 9.1k 107.60
2023-12-31 $1.3M 12k 108.41
2023-09-30 $6.5M 64k 102.53
2023-06-30 $6.7M 63k 106.73
2023-03-31 $6.8M 63k 107.74
2022-12-31 $6.1M 57k 105.52

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Aspen Wealth Strategies

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Betterment
FMR
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
Mercer Global Advisors
Northwestern Mutual Wealth Management Company

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