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iShares S&P Natl AMTFr Mncpl Bd shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management 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 Castle Wealth Management 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 2.9k 107.11
2025-09-30 $311k 2.9k 106.49

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Apple (AAPL)
Ishares Gold Tr Shares Represent (IAUM)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Castle Wealth Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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