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iShares S&P Natl AMTFr Mncpl Bd shares owned by Ballentine Capital Advisors

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

Historical chart of Ballentine Capital Advisors 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 Ballentine Capital 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 Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $906k 8.3k 108.63
2024-06-30 $889k 8.3k 106.55
2024-03-31 $893k 8.3k 107.02
2023-12-31 $900k 8.3k 107.95

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital 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