Phillips Financial Management »

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
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

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