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

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

Historical chart of MorganRosel 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 MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 14k 107.60
2023-12-31 $1.6M 15k 108.41
2023-09-30 $1.5M 14k 102.54
2023-06-30 $1.2M 11k 106.73
2023-03-31 $1.2M 11k 107.74
2022-12-31 $448k 4.2k 105.52
2022-09-30 $330k 3.2k 102.58
2022-06-30 $923k 8.7k 106.39

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

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