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iShares S&P Natl AMTFr Mncpl Bd shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth Advisors investment in iShares S&P Natl AMTFr Mncpl Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by LWS Wealth Advisors 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 31k 108.41
2023-09-30 $1.9M 19k 102.55
2023-06-30 $1.4M 13k 106.71
2023-03-31 $1.2M 11k 107.75
2022-12-31 $361k 3.4k 105.53
2022-06-30 $379k 3.6k 106.22
2019-12-31 $61k 540 112.96

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

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