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iShares S&P Natl AMTFr Mncpl Bd shares owned by Stephenson & Company

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

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 25k 106.49
2025-06-30 $2.6M 25k 104.48
2025-03-31 $2.6M 25k 105.44
2024-12-31 $2.6M 25k 106.55
2024-09-30 $2.7M 25k 108.63
2024-06-30 $2.6M 25k 106.55
2024-03-31 $3.0M 28k 107.60
2023-12-31 $3.1M 29k 108.41

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Bloomberg High Y (JNK)

View all positions for Stephenson & Company

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