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iShares S&P Natl AMTFr Mncpl Bd shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 271k 108.41
2023-09-30 $6.0M 58k 102.54
2023-06-30 $5.7M 53k 106.73
2023-03-31 $5.5M 51k 107.74
2022-12-31 $5.4M 52k 105.52
2022-09-30 $6.4M 62k 102.57
2022-06-30 $5.4M 50k 106.35
2022-03-31 $11M 102k 109.64
2021-12-31 $11M 98k 116.28
2021-09-30 $11M 94k 116.17
2021-06-30 $8.6M 73k 117.20
2021-03-31 $7.5M 65k 116.04
2020-12-31 $6.6M 57k 117.20
2020-09-30 $4.6M 40k 115.93
2020-06-30 $4.6M 40k 115.40
2020-03-31 $6.3M 56k 113.02
2019-12-31 $4.5M 39k 113.92
2019-09-30 $2.9M 25k 114.10
2019-06-30 $1.6M 14k 113.09

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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