Betterment »

iShares S&P Natl AMTFr Mncpl Bd shares owned by Betterment

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

Historical chart of Betterment 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 Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4B 13M 107.60
2023-12-31 $1.1B 9.8M 108.41
2023-09-30 $1.1B 10M 102.54
2023-06-30 $1.1B 9.8M 106.73
2023-03-31 $1.1B 9.8M 107.74
2022-12-31 $1.0B 9.7M 105.52
2022-09-30 $746M 7.0M 106.36
2022-06-30 $746M 7.0M 106.36
2022-03-31 $839M 7.7M 109.64
2021-12-31 $1.2B 11M 116.28
2021-09-30 $1.1B 9.8M 116.17
2021-06-30 $1.1B 9.2M 117.20
2021-03-31 $948M 8.2M 116.05
2020-12-31 $828M 7.1M 117.20
2020-09-30 $684M 5.9M 115.93
2020-06-30 $613M 5.3M 115.40
2020-03-31 $560M 5.0M 113.01
2019-12-31 $759M 6.7M 113.91
2019-09-30 $663M 5.9M 113.09
2019-06-30 $663M 5.9M 113.09
2019-03-31 $615M 5.5M 111.19
2018-12-31 $570M 5.2M 109.04
2018-09-30 $533M 4.9M 107.94
2018-06-30 $700M 6.4M 109.04
2018-03-31 $706M 6.5M 107.97
2017-12-31 $702M 6.3M 110.74
2017-09-30 $609M 5.5M 110.87
2017-06-30 $501M 4.5M 110.12
2017-03-31 $405M 3.7M 108.95
2016-12-31 $353M 3.3M 108.18
2016-09-30 $440M 3.9M 112.75
2016-06-30 $370M 3.2M 113.92
2016-03-31 $307M 2.8M 111.65
2015-12-31 $262M 2.4M 110.71
2015-09-30 $219M 2.0M 109.55
2015-06-30 $194M 1.8M 108.21
2015-03-31 $136M 1.2M 110.60
2014-12-31 $61M 548k 110.34

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

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