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iShares S&P Natl AMTFr Mncpl Bd shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 350 106.49
2025-06-30 $48k 457 104.53
2025-03-31 $41k 390 105.44
2024-12-31 $42k 390 106.55
2024-09-30 $42k 390 108.63
2024-03-31 $42k 390 107.60
2023-12-31 $58k 533 108.39

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View all positions for Evergreen Private Wealth

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