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iShares S&P Natl AMTFr Mncpl Bd shares owned by Heritage Investment Group

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

Historical chart of Heritage Investment Group 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 Heritage Investment Group 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 Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $982k 9.2k 106.49
2025-06-30 $963k 9.2k 104.48

More positions owned by Heritage Investment Group

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Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

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