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iShares S&P Natl AMTFr Mncpl Bd shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 3.9k 108.63
2024-06-30 $394k 3.7k 106.55
2024-03-31 $465k 4.3k 107.60
2023-12-31 $297k 2.7k 108.41

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
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Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

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