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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

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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
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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Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Creative Planning
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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