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iShares S&P Natl AMTFr Mncpl Bd shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 5.1k 107.37
2025-06-30 $531k 5.1k 103.65
2025-03-31 $532k 5.1k 104.02
2024-06-30 $201k 1.9k 107.08

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental Wealth

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