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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

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All positions including iShares S&P Natl AMTFr Mncpl Bd held by Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Bank of New York Mellon
Jpmorgan Chase & Co
Creative Planning
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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