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iShares S&P Natl AMTFr Mncpl Bd shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors 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 Summit Financial 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $757k 7.0k 108.41
2023-09-30 $721k 7.0k 103.21
2023-06-30 $745k 7.0k 106.73
2023-03-31 $752k 7.0k 107.74
2022-12-31 $737k 7.0k 105.52
2022-09-30 $710k 7.0k 101.69
2022-06-30 $751k 7.0k 107.56
2022-03-31 $803k 7.3k 109.59
2021-12-31 $827k 7.1k 116.18
2021-09-30 $841k 7.2k 116.13
2021-06-30 $826k 7.0k 117.26
2021-03-31 $741k 6.3k 117.15
2020-12-31 $845k 7.3k 115.91
2020-09-30 $676k 5.9k 115.06
2020-06-30 $841k 7.3k 115.36
2020-03-31 $805k 7.2k 111.20
2019-12-31 $394k 3.4k 115.54
2019-09-30 $336k 2.9k 114.13
2019-06-30 $363k 3.2k 113.23
2019-03-31 $364k 3.3k 110.74
2018-12-31 $331k 3.0k 108.99
2018-09-30 $331k 3.1k 106.67
2018-06-30 $450k 4.1k 108.91
2018-03-31 $450k 4.1k 108.91
2017-12-31 $660k 6.0k 110.79
2017-09-30 $534k 4.8k 110.97
2017-06-30 $475k 4.3k 110.08
2015-09-30 $438k 4.0k 109.50

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

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