Advocacy Wealth Management Services »

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

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

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $804k 7.4k 108.63
2024-03-31 $332k 3.1k 107.60
2023-12-31 $290k 2.7k 108.41
2023-09-30 $233k 2.3k 102.54
2023-06-30 $243k 2.3k 106.73
2022-09-30 $280k 2.7k 103.47
2022-06-30 $284k 2.7k 106.37
2022-03-31 $136k 1.2k 109.06
2021-12-31 $193k 1.7k 116.13
2021-09-30 $193k 1.7k 116.13
2021-06-30 $195k 1.7k 117.33
2021-03-31 $465k 4.0k 115.99
2020-12-31 $470k 4.0k 117.24
2020-09-30 $425k 3.7k 115.84
2020-06-30 $621k 5.4k 115.32
2020-03-31 $593k 5.4k 110.12
2019-12-31 $613k 5.4k 113.83
2019-09-30 $50k 441 113.38
2019-06-30 $50k 441 113.38
2019-03-31 $49k 441 111.11
2018-12-31 $48k 441 108.84
2018-09-30 $48k 441 108.84
2018-06-30 $48k 441 108.84
2018-03-31 $143k 1.3k 108.91
2017-12-31 $145k 1.3k 110.43
2017-09-30 $154k 1.4k 110.71
2017-06-30 $3.4M 31k 110.12
2017-03-31 $5.0M 46k 108.95
2016-12-31 $7.4M 69k 108.17
2016-09-30 $7.0M 62k 112.74
2016-06-30 $4.7M 41k 113.92
2016-03-31 $2.2M 20k 111.65
2013-09-30 $16k 150 106.67
2013-06-30 $37k 350 105.71
2013-03-31 $39k 350 111.43

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Eafe Value Etf (EFV)
Doubleline Etf Trust Mortgage Etf (DMBS)
Angel Oak Funds Trust Income Etf (CARY)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Advocacy Wealth Management Services

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