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iShares S&P Natl AMTFr Mncpl Bd shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $164k 1.5k 106.49
2025-06-30 $221k 2.1k 104.48
2025-03-31 $245k 2.3k 105.44
2024-12-31 $317k 3.0k 106.55

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Visa Com Cl A (V)

View all positions for Bernard Wealth Management Corp.

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
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Envestnet Asset Management
Creative Planning
LPL Financial
Wells Fargo & Company
Fisher Investments
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Us Bancorp
Wealthfront Advisers
Sei Investments

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