Leonard Rickey Investment Advisors P »

iShares S&P Natl AMTFr Mncpl Bd shares owned by Leonard Rickey Investment Advisors P

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

Historical chart of Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 106k 106.49
2025-06-30 $12M 110k 104.48
2025-03-31 $19M 188k 103.21
2024-12-31 $21M 196k 106.55
2024-09-30 $20M 187k 108.63
2024-06-30 $20M 191k 106.55
2024-03-31 $17M 154k 107.60
2023-12-31 $16M 143k 108.41
2023-09-30 $14M 136k 102.54
2023-06-30 $9.9M 93k 106.73
2023-03-31 $10M 93k 107.74
2022-12-31 $10M 98k 105.52
2022-09-30 $5.9M 58k 102.58
2022-06-30 $6.3M 59k 106.37
2022-03-31 $6.8M 62k 109.64
2021-12-31 $7.3M 63k 116.28
2021-09-30 $7.0M 61k 116.17
2021-06-30 $7.0M 60k 117.80
2021-03-31 $6.5M 56k 116.04
2020-12-31 $6.2M 53k 117.20
2020-09-30 $5.8M 50k 115.93
2020-06-30 $5.4M 47k 115.40
2020-03-31 $5.1M 45k 113.01
2019-12-31 $5.2M 46k 113.91
2019-09-30 $5.1M 45k 114.11
2019-06-30 $5.0M 45k 113.08
2019-03-31 $4.9M 44k 111.18
2018-12-31 $4.9M 45k 109.05
2018-09-30 $1.6M 15k 107.96
2017-12-31 $262k 2.4k 110.92

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Leonard Rickey Investment Advisors P

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