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iShares S&P Natl AMTFr Mncpl Bd shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 71k 108.63
2024-06-30 $7.4M 69k 106.55
2024-03-31 $6.3M 58k 107.60
2023-12-31 $4.6M 43k 108.41
2023-09-30 $13M 131k 102.54
2023-06-30 $14M 128k 106.73
2023-03-31 $13M 117k 107.74
2022-12-31 $11M 102k 105.52
2022-09-30 $7.5M 73k 102.58
2022-06-30 $12M 117k 106.36
2022-03-31 $16M 143k 109.64
2021-12-31 $18M 158k 116.80
2021-09-30 $18M 151k 116.17
2021-06-30 $17M 148k 117.20
2021-03-31 $19M 162k 116.05
2020-12-31 $18M 154k 117.20
2020-09-30 $16M 134k 115.93
2020-06-30 $14M 118k 115.40
2020-03-31 $13M 112k 113.01
2019-12-31 $13M 111k 113.91
2019-09-30 $14M 125k 114.10
2019-06-30 $14M 127k 113.09
2019-03-31 $14M 122k 111.19
2018-12-31 $13M 122k 109.04
2018-09-30 $6.5M 61k 107.94
2018-06-30 $1.8M 16k 109.07
2018-03-31 $1.9M 17k 108.91
2017-12-31 $1.9M 18k 110.73
2017-09-30 $2.0M 18k 110.85
2017-06-30 $1.9M 17k 110.11
2017-03-31 $2.0M 19k 108.96
2016-12-31 $3.8M 35k 108.18
2016-09-30 $14M 121k 112.75
2016-06-30 $14M 120k 113.93
2016-03-31 $14M 124k 111.65
2015-12-31 $12M 104k 110.71
2015-09-30 $13M 114k 109.55
2015-06-30 $11M 105k 108.21
2015-03-31 $1.0M 9.2k 110.56
2014-12-31 $31k 282 109.93
2014-09-30 $548k 5.0k 109.69
2014-06-30 $611k 5.6k 108.56
2014-03-31 $603k 5.6k 107.14
2013-12-31 $555k 5.3k 103.82
2013-09-30 $445k 4.3k 104.61
2013-06-30 $198k 1.9k 105.04

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

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