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

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

Historical chart of Summit Wealth Group 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 Summit Wealth 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.5M 23k 106.73
2023-03-31 $23k 2.4M 0.01

More positions owned by Summit Wealth Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre Usd Etf (SUSC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Summit Wealth Group

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Bank of New York Mellon
Jpmorgan Chase & Co
Creative Planning
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