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iShares S&P Natl AMTFr Mncpl Bd shares owned by Defined Wealth Management

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

Historical chart of Defined Wealth Management 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 Defined Wealth Management 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 2.0k 107.13
2025-09-30 $203k 1.9k 106.47
2025-06-30 $219k 2.1k 104.50
2025-03-31 $218k 2.1k 105.42
2024-12-31 $212k 2.0k 106.58
2024-09-30 $206k 1.9k 108.65
2022-12-31 $325k 3.1k 105.54

More positions owned by Defined Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)
Ishares Tr Global Tech Etf (IXN)

View all positions for Defined Wealth Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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