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iShares S&P Natl AMTFr Mncpl Bd shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 200k 108.16
2023-09-30 $15M 146k 102.54
2023-06-30 $16M 147k 106.73
2023-03-31 $16M 146k 107.74
2022-12-31 $7.9M 75k 105.52

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory 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