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iShares S&P Natl AMTFr Mncpl Bd shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors 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 FOCUS Wealth Advisors 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $460k 4.3k 106.55
2024-09-30 $469k 4.3k 108.63
2024-06-30 $460k 4.3k 106.55
2024-03-31 $464k 4.3k 107.60
2023-12-31 $468k 4.3k 108.41
2023-09-30 $849k 8.3k 102.54
2023-06-30 $1.3M 12k 106.74
2023-03-31 $1.3M 12k 107.74
2022-12-31 $1.3M 12k 105.52
2022-09-30 $1.5M 15k 102.55
2022-06-30 $1.6M 15k 106.34
2022-03-31 $1.6M 15k 109.61
2021-12-31 $2.0M 17k 116.26
2021-09-30 $2.0M 17k 116.14
2021-06-30 $1.6M 13k 117.20
2021-03-31 $1.7M 14k 116.02
2020-12-31 $1.5M 13k 117.21

More positions owned by FOCUS Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Stellar Bancorp Ord (STEL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Home Cons Etf (ITB)
Ishares Tr Select Divid Etf (DVY)
Spdr Ser Tr S&p Metals Mng (XME)
Apple (AAPL)

View all positions for FOCUS Wealth Advisors

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
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Fisher Investments
Sei Investments

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