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iShares S&P Natl AMTFr Mncpl Bd shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 2.2k 107.61

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Fisher Investments
Wells Fargo & Company
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
UBS Group
Bank of New York Mellon
Pnc Financial Services
Tiaa-cref Individual & Institutional Services

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