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iShares S&P Natl AMTFr Mncpl Bd shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 12k 108.41
2023-09-30 $1.7M 17k 102.54
2023-06-30 $1.1M 10k 106.73
2023-03-31 $947k 8.8k 107.74
2022-12-31 $724k 6.9k 105.52
2022-09-30 $778k 7.6k 102.58
2022-06-30 $516k 4.9k 106.33
2022-03-31 $712k 6.5k 109.37
2021-12-31 $799k 6.9k 116.02

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

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