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

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 53k 106.16
2023-12-31 $5.7M 53k 108.07
2023-09-30 $2.1M 21k 101.94
2023-06-30 $2.4M 22k 106.53
2023-03-31 $2.1M 20k 107.74
2022-12-31 $1.4M 13k 106.94
2022-09-30 $725k 7.1k 102.56
2022-06-30 $542k 5.1k 106.71
2022-03-31 $1.1M 9.7k 108.79
2021-12-31 $364k 3.1k 116.26

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Real Estate Etf (VNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for LPWM

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Bank of New York Mellon
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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