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iShares S&P Natl AMTFr Mncpl Bd shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 196k 106.49
2025-06-30 $13M 128k 104.48
2025-03-31 $6.9M 65k 105.44
2024-06-30 $51k 476 106.55
2024-03-31 $111k 1.0k 107.60
2023-12-31 $332k 3.1k 108.41
2023-09-30 $282k 2.7k 102.54
2023-06-30 $97k 904 106.73
2023-03-31 $109k 1.0k 107.74
2022-12-31 $54k 513 105.52
2022-09-30 $54k 531 101.69
2022-06-30 $1.1M 9.9k 106.39
2022-03-31 $1.7M 16k 109.62
2021-12-31 $1.8M 16k 116.25
2021-09-30 $3.3M 29k 116.18
2021-06-30 $3.2M 27k 117.19
2021-03-31 $2.9M 25k 116.04
2020-12-31 $2.7M 23k 115.93
2020-09-30 $2.8M 24k 115.91
2020-06-30 $1.9M 16k 115.40
2020-03-31 $450k 4.0k 112.90
2019-12-31 $472k 4.1k 113.90
2019-09-30 $445k 3.9k 114.10
2019-06-30 $397k 3.5k 113.17
2019-03-31 $294k 2.6k 111.32
2018-12-31 $448k 4.1k 108.95
2018-09-30 $35k 622 56.27
2018-06-30 $460k 4.2k 108.98
2018-03-31 $490k 4.5k 108.84
2017-12-31 $485k 4.4k 110.65
2017-09-30 $523k 4.7k 110.83
2017-06-30 $594k 5.4k 110.20
2017-03-31 $719k 6.6k 109.02
2016-12-31 $1.0M 9.6k 108.17
2016-09-30 $976k 8.7k 112.70
2016-06-30 $721k 6.3k 113.96
2016-03-31 $447k 4.0k 111.53
2015-12-31 $370k 3.3k 110.61
2015-09-30 $286k 2.6k 109.58
2015-06-30 $267k 2.5k 108.14
2015-03-31 $195k 1.8k 110.61
2014-12-31 $168k 1.5k 110.45
2014-09-30 $176k 1.6k 109.52
2014-06-30 $185k 1.7k 108.70
2014-03-31 $231k 2.2k 107.04
2013-12-31 $239k 2.3k 103.87
2013-09-30 $295k 2.8k 104.54
2013-06-30 $429k 4.1k 105.07

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View all positions for Gradient Investments

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