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iShares S&P Natl AMTFr Mncpl Bd shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $120M 1.1M 108.63
2024-06-30 $119M 1.1M 106.55
2024-03-31 $121M 1.1M 107.60
2023-12-31 $118M 1.1M 108.41
2023-09-30 $106M 1.0M 102.54
2023-06-30 $111M 1.0M 106.73
2023-03-31 $111M 1.0M 107.74
2022-12-31 $96M 909k 105.52
2022-06-30 $121M 1.1M 106.36
2022-03-31 $124M 1.1M 109.64
2021-12-31 $138M 1.2M 116.28
2021-09-30 $136M 1.2M 116.17
2021-06-30 $131M 1.1M 117.20
2021-03-31 $127M 1.1M 116.05
2020-12-31 $118M 1.0M 117.20
2020-09-30 $111M 959k 115.93
2020-06-30 $107M 926k 115.40
2019-12-31 $108M 944k 113.91
2019-09-30 $104M 909k 114.10
2019-06-30 $92M 815k 113.09
2019-03-31 $82M 735k 111.19
2018-12-31 $66M 607k 109.04
2018-09-30 $81M 749k 107.94
2018-06-30 $81M 744k 109.04
2018-03-31 $81M 739k 108.93
2017-12-31 $73M 660k 110.74
2017-09-30 $70M 633k 110.87
2017-06-30 $68M 613k 110.12
2017-03-31 $69M 636k 108.95
2016-12-31 $63M 582k 108.18
2016-09-30 $70M 624k 112.75
2016-06-30 $69M 603k 113.92
2016-03-31 $62M 556k 111.65
2015-12-31 $56M 506k 110.71
2015-09-30 $48M 442k 109.55
2015-06-30 $35M 323k 108.21
2015-03-31 $4.9M 45k 110.61

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

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