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iShares S&P Natl AMTFr Mncpl Bd shares owned by ESG Planning

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

Historical chart of ESG Planning 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 ESG Planning 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 ESG Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 187k 108.63
2024-06-30 $16M 154k 106.55
2024-03-31 $3.7M 35k 107.60
2023-12-31 $515k 4.8k 108.42
2023-09-30 $606k 5.9k 102.53
2023-06-30 $716k 6.7k 106.73
2023-03-31 $2.7M 25k 107.74
2022-12-31 $7.6M 72k 105.52
2022-09-30 $17M 164k 102.63
2022-06-30 $19M 175k 106.36
2022-03-31 $18M 166k 109.64

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View all positions for ESG Planning

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