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

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $68M 634k 106.55
2024-09-30 $71M 654k 108.63
2024-06-30 $69M 649k 106.55
2024-03-31 $69M 642k 107.60
2023-12-31 $68M 624k 108.41
2023-09-30 $76M 741k 102.54
2023-06-30 $77M 722k 106.73
2023-03-31 $62M 575k 107.74
2022-12-31 $35M 327k 105.52
2022-09-30 $32M 314k 102.58
2022-06-30 $36M 339k 106.36
2022-03-31 $76M 689k 109.64
2021-12-31 $97M 837k 116.28
2021-09-30 $95M 817k 116.17
2021-06-30 $92M 789k 117.20
2021-03-31 $94M 806k 116.05
2020-12-31 $94M 806k 117.20
2020-09-30 $95M 821k 115.93
2020-06-30 $94M 811k 115.40
2020-03-31 $89M 785k 113.01
2019-12-31 $87M 761k 113.91
2019-09-30 $85M 743k 114.10
2019-06-30 $86M 757k 113.09
2019-03-31 $81M 732k 111.19
2018-12-31 $55M 502k 109.04
2018-09-30 $55M 513k 107.94
2018-06-30 $55M 501k 108.84
2018-03-31 $46M 426k 108.93
2017-12-31 $45M 406k 110.74
2017-09-30 $42M 375k 110.87
2017-06-30 $39M 355k 110.82
2017-03-31 $27M 247k 108.95
2016-03-31 $17M 154k 111.65
2015-12-31 $15M 137k 110.71
2015-09-30 $1.7M 16k 109.56

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Visa Inc Com Cl A Stock (V)
Meta Platforms Inc Cl A Stock (META)
Salesforce Stock (CRM)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Booking Holdings Stock (BKNG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Blackstone Stock (BX)
Honeywell Intl Stock (HON)
Home Depot Stock (HD)

View all positions for Crestwood Advisors

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Betterment
FMR
Creative Planning
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Fisher Investments

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