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iShares S&P Natl AMTFr Mncpl Bd shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $559k 5.2k 106.55
2024-09-30 $666k 6.1k 108.63
2024-06-30 $781k 7.3k 106.55
2024-03-31 $750k 7.0k 107.60
2023-12-31 $752k 6.9k 108.41
2023-09-30 $538k 5.2k 102.54
2023-06-30 $433k 4.1k 106.72
2023-03-31 $408k 3.8k 107.74
2022-06-30 $397k 3.7k 106.41
2022-03-31 $105k 958 109.60
2021-12-31 $583k 5.0k 116.34
2021-09-30 $468k 4.0k 116.27
2021-06-30 $330k 2.8k 117.31
2021-03-31 $269k 2.3k 115.85
2020-12-31 $118k 1.0k 117.06
2020-09-30 $370k 3.2k 116.02
2020-06-30 $409k 3.5k 115.47
2020-03-31 $402k 3.6k 112.95
2019-12-31 $322k 2.8k 114.06
2019-09-30 $312k 2.7k 113.95
2019-06-30 $309k 2.7k 112.86
2019-03-31 $43k 388 110.82
2018-03-31 $5.0k 50 100.00
2017-12-31 $6.0k 50 120.00
2017-09-30 $6.0k 50 120.00
2017-06-30 $5.0k 50 100.00
2017-03-31 $5.0k 50 100.00
2016-12-31 $5.0k 50 100.00

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View all positions for Patriot Financial Group Insurance Agency

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Betterment
FMR
Creative Planning
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Fisher Investments

View all funds holding iShares S&P Natl AMTFr Mncpl Bd