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iShares S&P Natl AMTFr Mncpl Bd shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 15k 108.41
2023-09-30 $2.3M 22k 102.54
2023-06-30 $1.4M 13k 107.74
2023-03-31 $1.4M 13k 107.74
2022-12-31 $1.2M 12k 105.52
2022-09-30 $1.5M 15k 102.60
2022-06-30 $1.5M 14k 106.39
2022-03-31 $2.2M 20k 109.62
2021-12-31 $3.0M 26k 116.28
2021-09-30 $2.8M 24k 116.17
2021-06-30 $2.0M 17k 117.21
2021-03-31 $1.9M 16k 116.05
2020-12-31 $2.0M 17k 117.23
2020-09-30 $1.6M 14k 115.93
2020-06-30 $1.5M 13k 115.41
2020-03-31 $687k 6.1k 113.09
2019-12-31 $1.1M 9.5k 113.96
2019-09-30 $1.1M 9.6k 114.10
2019-06-30 $1.1M 9.6k 113.12
2019-03-31 $1.0M 9.1k 111.22
2018-12-31 $919k 8.4k 108.99
2018-09-30 $888k 8.2k 107.99
2018-06-30 $350k 3.2k 109.07
2018-03-31 $350k 3.2k 109.07
2017-12-31 $861k 7.8k 110.70
2017-09-30 $229k 2.1k 110.74
2017-06-30 $228k 2.1k 110.25
2017-03-31 $202k 1.9k 108.54
2016-12-31 $432k 4.0k 108.08
2016-09-30 $484k 4.3k 112.77
2016-06-30 $489k 4.3k 113.93
2016-03-31 $837k 7.5k 111.70
2015-12-31 $653k 5.9k 110.68
2015-09-30 $588k 5.4k 109.52
2015-06-30 $651k 6.0k 108.12
2015-03-31 $717k 6.5k 110.61
2014-12-31 $798k 7.2k 110.42
2014-09-30 $866k 7.9k 109.58
2014-06-30 $769k 7.1k 108.72
2014-03-31 $531k 5.0k 107.06
2013-12-31 $437k 4.2k 103.85
2013-06-30 $346k 3.3k 105.01

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Spdr Ser Tr S&p Divid Etf (SDY)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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