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

View all positions for Phillips Financial Management

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Bank of New York Mellon
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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