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iShares S&P Natl AMTFr Mncpl Bd shares owned by Clifford Group

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

Historical chart of Clifford Group 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 Clifford Group 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 Clifford Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 37k 108.63
2024-06-30 $4.2M 40k 106.55
2024-03-31 $4.3M 40k 107.60
2023-12-31 $5.1M 47k 108.41
2023-09-30 $4.2M 41k 102.54
2023-06-30 $4.2M 40k 106.73
2023-03-31 $3.7M 34k 107.74
2022-12-31 $3.2M 31k 105.52

More positions owned by Clifford Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Clifford Group

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