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iShares S&P Natl AMTFr Mncpl Bd shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 9.8k 106.49
2025-06-30 $1.1M 10k 104.48
2024-12-31 $241k 2.3k 106.55
2024-09-30 $639k 5.9k 108.63
2024-06-30 $574k 5.4k 106.55
2024-03-31 $427k 4.0k 107.60
2023-12-31 $390k 3.6k 108.41

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View all positions for Cyndeo Wealth Partners

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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