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

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 2.4k 108.63
2024-06-30 $280k 2.6k 106.56
2024-03-31 $305k 2.8k 107.58
2023-12-31 $314k 2.9k 108.41
2023-09-30 $286k 2.8k 102.55
2023-06-30 $296k 2.8k 106.73
2023-03-31 $285k 2.6k 107.73
2022-12-31 $235k 2.2k 105.50

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

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