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iShares S&P Natl AMTFr Mncpl Bd shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management 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 Tolleson Wealth Management 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 16k 108.42
2023-09-30 $1.7M 16k 102.57
2023-06-30 $1.7M 16k 106.73
2023-03-31 $1.5M 14k 107.71
2022-12-31 $1.2M 12k 105.48
2022-09-30 $967k 9.4k 102.57
2022-06-30 $1.0M 9.4k 106.39
2022-03-31 $1.0M 9.4k 109.67
2021-12-31 $1.7M 14k 116.30
2021-09-30 $2.9M 25k 116.18
2021-06-30 $2.9M 25k 117.22
2021-03-31 $2.5M 22k 116.07
2020-12-31 $2.2M 19k 117.20
2020-09-30 $1.2M 11k 115.93
2020-06-30 $743k 6.4k 115.41

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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