JFS Wealth Advisors »

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

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 376k 106.49
2025-06-30 $40M 383k 104.48
2025-03-31 $53M 500k 105.44
2024-12-31 $53M 496k 106.55
2024-09-30 $51M 465k 108.63
2024-06-30 $46M 434k 106.55
2024-03-31 $47M 434k 107.60
2023-12-31 $47M 429k 108.41
2023-09-30 $43M 417k 102.54
2023-06-30 $46M 428k 106.73
2023-03-31 $45M 419k 107.74
2022-12-31 $44M 420k 105.52
2022-09-30 $43M 419k 102.58
2022-06-30 $50M 468k 106.36
2022-03-31 $27M 244k 109.64
2021-12-31 $11M 96k 116.28
2021-09-30 $11M 98k 116.17
2021-06-30 $11M 96k 117.20
2021-03-31 $10M 89k 116.05
2020-12-31 $10M 88k 117.20
2020-09-30 $9.9M 85k 115.93
2020-06-30 $9.9M 86k 115.40
2020-03-31 $9.9M 88k 113.01
2019-12-31 $10M 91k 113.91
2019-09-30 $11M 92k 114.10
2019-06-30 $11M 98k 113.09
2019-03-31 $11M 99k 111.19
2018-12-31 $12M 108k 109.04
2018-09-30 $5.1M 48k 107.95
2018-06-30 $5.8M 54k 109.03
2018-03-31 $5.8M 54k 108.92
2017-12-31 $5.9M 54k 110.74
2017-09-30 $2.3M 21k 110.87
2017-06-30 $2.3M 21k 110.12
2017-03-31 $4.9M 45k 108.17
2016-12-31 $4.9M 45k 108.17
2016-09-30 $583k 5.2k 112.77
2016-06-30 $589k 5.2k 113.93
2016-03-31 $577k 5.2k 111.61
2015-12-31 $572k 5.2k 110.64

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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