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iShares S&P Natl AMTFr Mncpl Bd shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 27k 108.63
2024-06-30 $2.8M 27k 106.55
2024-03-31 $3.3M 31k 107.60
2023-12-31 $3.3M 31k 108.41
2023-09-30 $1.7M 17k 102.54
2023-06-30 $798k 7.5k 106.73
2023-03-31 $801k 7.4k 107.75
2022-12-31 $782k 7.4k 105.52
2022-09-30 $756k 7.4k 102.59
2022-06-30 $781k 7.3k 106.37
2022-03-31 $752k 6.9k 109.70
2021-12-31 $807k 6.9k 116.25
2021-09-30 $791k 6.8k 116.22
2021-06-30 $1.8M 15k 117.22
2021-03-31 $3.0M 26k 116.05
2020-12-31 $4.0M 34k 117.21
2020-09-30 $5.6M 48k 115.92
2020-06-30 $5.5M 48k 115.41
2020-03-31 $5.9M 52k 113.01
2019-12-31 $7.2M 63k 113.90
2019-09-30 $6.4M 57k 114.11
2019-06-30 $6.6M 58k 113.10
2019-03-31 $7.2M 65k 111.19
2018-12-31 $7.2M 66k 109.05
2018-09-30 $7.0M 65k 107.94
2018-06-30 $6.9M 64k 109.04
2018-03-31 $5.7M 52k 108.92
2017-12-31 $5.1M 47k 110.74
2017-09-30 $3.6M 33k 110.88
2017-06-30 $3.6M 33k 110.11
2017-03-31 $3.1M 28k 108.94
2016-12-31 $2.6M 24k 108.18
2016-09-30 $4.6M 41k 112.49
2016-06-30 $4.0M 35k 115.18
2016-03-31 $3.9M 35k 111.66
2015-12-31 $3.7M 33k 110.72

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl Partners

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
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Portfolio Solutions

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