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iShares S&P Natl AMTFr Mncpl Bd shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.9M 74k 106.55
2024-03-31 $8.2M 76k 107.60
2023-12-31 $9.7M 89k 108.41
2023-09-30 $12M 113k 102.54
2023-06-30 $13M 118k 106.73
2023-03-31 $15M 135k 107.74
2022-12-31 $15M 142k 105.52
2022-09-30 $6.8M 67k 102.57
2022-06-30 $5.9M 55k 106.35
2018-06-30 $59k 544 108.46
2018-03-31 $58k 540 107.41
2017-12-31 $60k 538 111.52
2017-09-30 $59k 534 110.49
2017-06-30 $59k 531 111.11
2017-03-31 $58k 528 109.85
2016-12-31 $57k 526 108.37
2016-09-30 $33k 292 113.01
2016-06-30 $33k 290 113.79
2016-03-31 $44k 398 110.55
2015-12-31 $44k 395 111.39
2015-09-30 $40k 252 158.73
2015-06-30 $27k 252 107.14
2015-03-31 $11k 103 106.80
2014-09-30 $252k 2.3k 109.61
2014-06-30 $248k 2.3k 108.63
2014-03-31 $243k 2.3k 107.19
2013-12-31 $233k 2.3k 103.56

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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