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iShares S&P Natl AMTFr Mncpl Bd shares owned by Okabena Investment Services

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

Historical chart of Okabena Investment Services 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 Okabena Investment Services 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 Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 93k 108.63
2024-06-30 $9.8M 92k 106.55
2024-03-31 $9.9M 92k 107.60
2023-12-31 $7.5M 69k 108.41
2023-09-30 $480k 4.7k 102.54
2023-06-30 $499k 4.7k 106.73
2023-03-31 $504k 4.7k 107.74
2022-12-31 $3.8M 36k 105.52

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Target Corporation (TGT)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Ishares Gold Trust Ishares New (IAU)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)

View all positions for Okabena Investment 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