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iShares S&P Natl AMTFr Mncpl Bd shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors 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 Provenance Wealth Advisors 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $545k 5.1k 107.11
2025-09-30 $422k 4.0k 106.49
2025-06-30 $414k 4.0k 104.48
2025-03-31 $416k 3.9k 105.44
2024-12-31 $571k 5.4k 106.55
2024-09-30 $582k 5.4k 108.63
2024-06-30 $573k 5.4k 106.55
2024-03-31 $579k 5.4k 107.60
2023-12-31 $277k 2.6k 108.41
2023-09-30 $213k 2.1k 102.54

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

View all positions for Provenance Wealth Advisors

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Fisher Investments
Wells Fargo & Company
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Sei Investments
Us Bancorp
Wealthfront Advisers

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