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iShares S&P Natl AMTFr Mncpl Bd shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 50k 106.49
2025-06-30 $5.1M 49k 104.48
2025-03-31 $5.7M 54k 105.44
2024-12-31 $5.6M 52k 106.55
2024-09-30 $5.6M 52k 108.63
2024-06-30 $5.5M 51k 106.55
2024-03-31 $5.5M 51k 107.60

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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