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

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

Historical chart of Atria 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 Atria 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $30M 283k 106.55
2024-03-31 $9.8M 91k 107.60
2023-12-31 $10M 93k 108.41
2023-09-30 $7.3M 71k 102.54
2023-06-30 $5.5M 51k 106.73
2023-03-31 $4.6M 42k 107.74
2022-12-31 $3.9M 37k 105.52
2022-09-30 $4.3M 42k 102.57
2022-06-30 $6.0M 56k 106.37
2022-03-31 $10M 93k 109.64
2021-12-31 $10M 88k 116.28
2021-09-30 $6.2M 54k 116.18
2021-06-30 $6.3M 54k 117.21
2021-03-31 $4.7M 41k 116.05
2020-12-31 $2.6M 22k 117.22
2020-09-30 $1.9M 16k 115.91
2020-06-30 $1.8M 16k 115.37
2019-12-31 $1.9M 17k 113.94
2019-09-30 $2.2M 20k 114.09
2019-06-30 $2.3M 20k 115.17
2019-03-31 $2.5M 23k 111.20
2018-12-31 $2.8M 25k 109.02
2018-09-30 $1.6M 15k 107.92
2018-06-30 $2.3M 21k 109.04
2018-03-31 $2.0M 18k 108.93
2017-12-31 $2.3M 21k 110.73
2017-09-30 $2.4M 22k 110.86
2017-06-30 $2.0M 18k 110.14
2017-03-31 $1.2M 11k 108.95
2016-12-31 $5.8M 54k 108.19
2016-09-30 $2.2M 19k 112.77
2016-06-30 $2.1M 19k 113.89
2016-03-31 $2.0M 18k 111.64
2015-12-31 $2.6M 23k 111.30
2015-09-30 $23k 2.5k 9.13
2015-06-30 $4.2M 39k 108.20
2015-03-31 $2.2M 20k 110.58
2014-12-31 $4.2M 38k 110.34
2014-09-30 $2.2M 20k 109.67
2014-06-30 $2.8M 26k 108.66
2014-03-31 $2.3M 21k 107.06
2013-12-31 $2.3M 22k 103.74
2013-09-30 $3.6M 35k 104.48
2013-06-30 $4.7M 44k 105.03
2011-12-31 $11M 98k 106.65

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Atria Investments

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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