Graves-Light Private Wealth Management »

iShares S&P Natl AMTFr Mncpl Bd shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 11k 106.13
2024-03-31 $1.2M 11k 107.60
2023-12-31 $1.3M 12k 108.41
2023-09-30 $1.4M 14k 101.56
2023-06-30 $5.0M 46k 106.73
2023-03-31 $5.0M 47k 107.74
2022-12-31 $5.6M 53k 105.52
2022-09-30 $8.7M 84k 102.59
2022-06-30 $8.2M 77k 106.36
2022-03-31 $9.8M 89k 109.64
2021-12-31 $9.7M 83k 116.28
2021-09-30 $9.0M 78k 116.17
2021-06-30 $8.5M 72k 117.19
2021-03-31 $7.5M 65k 116.05
2020-12-31 $7.5M 64k 117.21
2020-09-30 $7.4M 64k 115.93
2020-06-30 $7.5M 65k 115.39
2020-03-31 $7.4M 66k 113.02
2019-12-31 $8.7M 76k 113.91
2019-09-30 $8.7M 76k 114.21
2019-06-30 $8.8M 78k 113.10
2019-03-31 $8.4M 75k 111.20
2018-12-31 $3.4M 31k 109.02

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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