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

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

Historical chart of Evolution Wealth Management 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $176k 1.6k 107.62
2025-12-31 $23k 215 107.11
2025-09-30 $23k 215 106.49
2025-06-30 $44k 419 104.48

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Fisher Investments
Wells Fargo & Company
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
UBS Group
Bank of New York Mellon
Pnc Financial Services
Tiaa-cref Individual & Institutional Services

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