HBK Sorce Advisory »

iShares S&P Natl AMTFr Mncpl Bd shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory 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 HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $839k 7.9k 106.57
2025-06-30 $960k 9.2k 104.47
2025-03-31 $829k 7.9k 105.44
2024-12-31 $990k 9.3k 106.55
2024-09-30 $849k 7.8k 108.63
2024-06-30 $860k 8.1k 106.55
2024-03-31 $1.0M 9.3k 107.60
2023-12-31 $1.1M 10k 108.41
2023-09-30 $1.0M 10k 102.54
2023-06-30 $1.1M 10k 106.73
2023-03-31 $3.2M 20k 161.86
2022-12-31 $2.1M 20k 105.53
2022-09-30 $1.4M 14k 102.55
2022-06-30 $1.3M 12k 106.36
2022-03-31 $1.4M 12k 109.65
2021-12-31 $1.6M 13k 116.26
2021-09-30 $1.6M 13k 116.20
2021-06-30 $1.5M 13k 117.17
2021-03-31 $1.5M 13k 116.05
2020-12-31 $1.4M 12k 117.24
2020-09-30 $2.1M 18k 115.91
2020-06-30 $2.1M 18k 115.38
2020-03-31 $2.1M 19k 112.99
2019-12-31 $2.2M 19k 113.93
2019-09-30 $2.1M 18k 114.08
2019-06-30 $2.1M 19k 113.07
2019-03-31 $2.1M 19k 111.18
2018-12-31 $2.1M 20k 109.04
2018-09-30 $2.1M 20k 107.95
2018-06-30 $2.2M 20k 109.05
2018-03-31 $2.2M 21k 108.92
2017-12-31 $2.3M 21k 110.75
2017-09-30 $2.3M 21k 110.85
2017-06-30 $2.3M 21k 110.12
2017-03-31 $2.3M 21k 108.97
2016-12-31 $2.4M 22k 108.20
2016-09-30 $2.1M 18k 112.75
2016-06-30 $2.1M 18k 113.94
2016-03-31 $2.0M 18k 111.62
2015-12-31 $2.3M 21k 110.70
2015-09-30 $2.3M 21k 109.56
2015-06-30 $2.5M 23k 108.21
2015-03-31 $2.6M 23k 110.61
2014-12-31 $2.8M 25k 110.35
2014-09-30 $3.0M 28k 109.67
2014-06-30 $3.0M 28k 108.64
2014-03-31 $3.0M 28k 107.06
2013-12-31 $5.9M 57k 103.74
2013-09-30 $291k 2.8k 104.64
2013-06-30 $394k 3.8k 105.07
2013-03-31 $545k 4.9k 110.21
2012-12-31 $581k 5.2k 110.73
2012-09-30 $753k 6.7k 112.00
2012-06-30 $740k 6.7k 110.07
2012-03-31 $797k 7.3k 109.43
2011-12-31 $788k 7.3k 108.20

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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