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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

Tip: Access up to 7 years of quarterly data

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
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

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Bank of New York Mellon
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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