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

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.2M 67k 107.11
2025-09-30 $6.7M 63k 106.49
2025-06-30 $6.1M 59k 104.49

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ssga Active Etf Tr State Street Dou (TOTL)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Core Divid Etf (DIVB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Tesla Motors (TSLA)

View all positions for San Luis 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