KWMG »

iShares S&P Natl AMTFr Mncpl Bd shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 29k 107.60
2023-12-31 $2.8M 25k 108.41
2023-09-30 $2.7M 27k 102.54
2023-06-30 $2.7M 25k 106.73
2023-03-31 $2.6M 24k 107.74
2022-12-31 $2.3M 22k 105.52
2022-09-30 $2.2M 21k 102.56
2022-06-30 $2.0M 19k 106.38
2022-03-31 $2.3M 21k 109.62
2021-12-31 $2.5M 21k 116.30
2021-09-30 $2.2M 19k 116.20
2021-06-30 $2.1M 18k 117.67
2021-03-31 $2.0M 18k 116.07
2020-12-31 $2.0M 17k 117.21
2020-09-30 $1.9M 17k 115.92
2020-06-30 $1.7M 15k 115.41
2020-03-31 $1.3M 12k 112.99
2019-12-31 $1.4M 12k 113.92
2019-09-30 $1.3M 12k 114.13
2019-06-30 $1.3M 11k 113.12
2019-03-31 $1.6M 15k 111.19
2018-12-31 $1.6M 15k 109.05
2018-09-30 $2.7M 25k 107.94
2018-06-30 $2.7M 25k 109.02
2018-03-31 $3.0M 28k 108.94
2017-12-31 $2.7M 24k 110.73
2017-09-30 $3.0M 27k 110.87
2017-06-30 $2.9M 26k 110.13
2017-03-31 $2.5M 23k 108.96
2016-12-31 $749k 6.9k 108.17
2016-09-30 $1.4M 12k 112.72
2016-06-30 $1.3M 11k 113.91
2016-03-31 $1.2M 11k 111.65
2015-12-31 $1.1M 10k 110.76
2015-09-30 $592k 5.4k 109.49
2015-06-30 $658k 6.1k 108.21
2015-03-31 $430k 3.9k 108.94
2014-12-31 $432k 3.9k 110.71

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Envestnet Asset Management
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Advisory
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
LPL Financial
Pnc Financial Services

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