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iShares S&P Natl AMTFr Mncpl Bd shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 34k 108.63
2024-06-30 $3.2M 30k 106.55
2024-03-31 $3.1M 29k 107.60
2023-12-31 $3.2M 29k 108.41
2023-09-30 $5.1M 50k 102.54
2023-06-30 $4.6M 43k 106.73
2023-03-31 $4.8M 45k 107.74
2022-12-31 $4.4M 42k 105.52
2022-09-30 $3.5M 35k 101.54
2022-06-30 $3.3M 30k 107.24
2022-03-31 $11M 104k 109.64
2021-12-31 $1.8M 15k 116.25
2021-09-30 $1.5M 13k 116.18
2021-06-30 $675k 5.8k 117.15
2021-03-31 $766k 6.6k 116.03
2020-12-31 $298k 2.5k 117.37
2020-09-30 $328k 2.8k 115.90
2020-06-30 $281k 2.4k 115.59
2020-03-31 $1.1M 9.6k 113.01
2019-12-31 $1.1M 9.3k 113.93
2019-09-30 $988k 8.7k 114.10
2019-06-30 $729k 6.4k 113.13
2019-03-31 $607k 5.5k 111.19
2018-12-31 $623k 5.7k 108.95

More positions owned by Brio Consultants

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Brio Consultants

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