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iShares S&P Natl AMTFr Mncpl Bd shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 38k 108.63
2024-06-30 $3.8M 36k 106.55
2024-03-31 $4.6M 43k 107.60
2023-12-31 $3.5M 32k 108.41
2023-09-30 $3.0M 29k 102.54
2023-06-30 $2.9M 28k 106.73
2023-03-31 $2.9M 27k 107.74
2022-12-31 $2.7M 26k 105.52
2022-09-30 $3.5M 35k 102.57
2022-06-30 $4.1M 39k 106.35
2022-03-31 $21M 196k 109.64
2021-12-31 $19M 161k 116.28
2021-09-30 $15M 130k 116.17
2021-06-30 $16M 135k 117.20
2021-03-31 $15M 129k 116.05
2020-12-31 $14M 122k 117.20
2020-09-30 $14M 123k 115.93
2020-06-30 $14M 122k 115.40
2020-03-31 $15M 128k 113.01
2019-12-31 $14M 121k 113.91
2019-09-30 $13M 115k 114.10
2019-06-30 $13M 112k 113.09
2019-03-31 $13M 113k 111.19
2018-12-31 $15M 136k 109.04
2018-09-30 $6.3M 59k 107.94
2018-06-30 $6.3M 58k 109.05
2018-03-31 $8.1M 75k 108.93
2017-12-31 $8.0M 72k 110.74
2017-09-30 $7.6M 69k 110.86
2017-06-30 $8.0M 72k 110.11
2017-03-31 $7.8M 71k 108.95
2016-12-31 $12M 112k 108.18
2016-09-30 $348k 3.1k 112.84
2016-06-30 $339k 3.0k 113.87
2016-03-31 $321k 2.9k 111.65

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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