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iShares S&P Natl AMTFr Mncpl Bd shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 50k 106.49
2025-06-30 $5.7M 55k 104.48
2025-03-31 $6.8M 64k 105.44
2024-12-31 $6.5M 61k 106.55
2024-09-30 $6.5M 59k 108.63
2024-06-30 $6.4M 61k 106.55
2024-03-31 $6.3M 59k 107.60
2023-12-31 $5.8M 54k 108.41
2023-09-30 $5.2M 50k 102.54
2023-06-30 $5.7M 54k 106.73
2023-03-31 $5.8M 54k 107.74
2022-12-31 $5.5M 52k 105.52
2022-09-30 $5.2M 51k 102.57
2022-06-30 $4.5M 42k 106.35
2022-03-31 $5.0M 46k 109.65
2021-12-31 $5.6M 49k 116.27
2021-09-30 $5.5M 47k 116.16
2021-06-30 $5.4M 46k 117.20
2021-03-31 $5.2M 44k 116.06
2020-12-31 $4.9M 42k 117.21
2020-09-30 $4.6M 40k 115.94
2020-06-30 $4.8M 41k 115.39
2020-03-31 $4.5M 41k 110.06
2019-12-31 $4.3M 38k 113.92
2019-09-30 $4.1M 36k 114.09
2019-06-30 $3.8M 33k 112.74
2019-03-31 $3.0M 27k 110.76
2018-12-31 $2.3M 21k 109.04
2018-09-30 $1.2M 12k 107.69
2017-09-30 $1.2M 11k 110.86
2017-06-30 $1.3M 11k 110.77
2017-03-31 $1.2M 11k 109.61
2016-12-31 $1.1M 10k 108.93

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Wells Fargo & Company
Fisher Investments
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Us Bancorp
Wealthfront Advisers

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