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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

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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
2025-12-31 $1.8M 17k 107.11
2025-09-30 $1.8M 17k 106.49
2025-06-30 $1.7M 17k 104.48
2025-03-31 $1.0M 9.7k 105.45
2024-12-31 $1.1M 10k 106.56
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 $8.5M 75k 113.09
2019-03-31 $8.0M 72k 111.19
2018-12-31 $3.4M 31k 109.02

More positions owned by Graves-Light Private Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (SDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr State Street Hea (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Fisher Investments
Wells Fargo & Company
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Sei Investments
Us Bancorp
Wealthfront Advisers

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