Pinnacle Wealth Management Advisory »

iShares S&P Natl AMTFr Mncpl Bd shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in iShares S&P Natl AMTFr Mncpl Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $665k 6.1k 108.63
2024-06-30 $684k 6.4k 106.55
2024-03-31 $679k 6.3k 107.60
2023-12-31 $685k 6.3k 108.41
2023-09-30 $591k 5.8k 102.54
2023-06-30 $616k 5.8k 106.73
2023-03-31 $380k 3.5k 107.74
2022-12-31 $301k 2.9k 105.52
2022-09-30 $363k 3.5k 102.51
2022-06-30 $622k 5.9k 106.31
2022-03-31 $881k 8.0k 109.70
2021-12-31 $1.0M 8.7k 116.24
2021-09-30 $1.1M 9.1k 116.19
2021-06-30 $1.1M 9.1k 117.18
2021-03-31 $1.1M 9.1k 116.02
2020-12-31 $1.1M 9.6k 117.16
2020-09-30 $1.3M 11k 115.93
2020-06-30 $1.2M 11k 115.38
2020-03-31 $1.1M 9.8k 113.01
2019-12-31 $1.0M 9.2k 113.95
2019-09-30 $989k 8.7k 114.14
2019-06-30 $839k 7.4k 113.03
2019-03-31 $815k 7.3k 111.16
2018-12-31 $829k 7.6k 108.99
2018-09-30 $1.0M 9.7k 107.94
2018-06-30 $1.3M 12k 109.03
2018-03-31 $1.5M 14k 108.96
2017-12-31 $1.6M 14k 110.77
2017-09-30 $1.2M 11k 110.85
2017-06-30 $1.9M 17k 110.14
2017-03-31 $851k 7.8k 108.92
2016-12-31 $1.1M 10k 108.14
2016-09-30 $2.1M 18k 112.74
2016-06-30 $1.8M 16k 113.93
2016-03-31 $1.8M 16k 111.66
2015-12-31 $1.8M 17k 110.73
2015-09-30 $1.2M 11k 109.56
2015-06-30 $1.2M 11k 108.26
2015-03-31 $700k 6.3k 110.58
2014-12-31 $323k 2.9k 110.43

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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