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iShares S&P Natl AMTFr Mncpl Bd shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 82k 108.41
2023-09-30 $7.8M 76k 102.54
2023-06-30 $616k 5.8k 106.73
2023-03-31 $7.8M 72k 107.74
2022-12-31 $8.0M 76k 105.52
2022-09-30 $4.8M 47k 102.58
2022-06-30 $12k 117 102.56
2022-03-31 $21k 189 111.11
2021-12-31 $354k 3.0k 116.22
2021-09-30 $68k 586 116.04
2020-12-31 $24k 201 119.40
2020-09-30 $76k 658 115.50
2020-06-30 $81k 698 116.05
2020-03-31 $23k 202 113.86
2019-12-31 $23k 202 113.86
2019-09-30 $23k 202 113.86
2019-06-30 $23k 201 114.43
2019-03-31 $22k 201 109.45
2017-12-31 $5.0k 42 119.05
2013-06-30 $1.4M 14k 105.08
2012-12-31 $451k 4.1k 110.57

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

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