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

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 26k 108.63
2024-06-30 $2.8M 26k 106.55
2024-03-31 $2.8M 26k 107.60
2023-12-31 $3.0M 27k 108.41
2023-09-30 $2.7M 26k 102.54
2023-06-30 $2.7M 25k 106.73
2023-03-31 $2.4M 22k 107.74
2022-12-31 $1.9M 18k 105.52
2022-09-30 $1.1M 10k 102.59
2022-06-30 $725k 6.8k 106.35
2022-03-31 $1.7M 16k 109.66
2021-12-31 $1.4M 13k 116.28
2021-09-30 $1.3M 11k 116.20
2021-06-30 $1.3M 11k 117.36
2021-03-31 $984k 8.5k 116.12
2020-12-31 $805k 6.9k 117.19
2020-09-30 $682k 5.9k 115.87
2020-06-30 $496k 4.3k 115.51
2020-03-31 $353k 3.1k 113.07
2019-12-31 $246k 2.2k 113.89
2019-03-31 $298k 2.7k 111.32
2018-12-31 $331k 3.0k 109.06
2018-09-30 $542k 5.0k 107.86
2018-06-30 $395k 3.6k 109.09
2018-03-31 $385k 3.5k 109.00
2017-12-31 $301k 2.7k 110.58
2017-09-30 $243k 2.2k 110.71
2017-06-30 $383k 3.5k 109.99
2017-03-31 $602k 5.5k 109.00
2016-12-31 $586k 5.4k 108.18

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Creative Planning
Wealthfront Advisers
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
LPL Financial
Pnc Financial Services
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Fisher Investments
Sei Investments

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