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

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

Historical chart of Trinity Financial 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 Trinity Financial 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.3M 12k 105.80
2023-06-30 $272k 2.5k 106.73
2022-09-30 $2.3M 23k 102.58
2022-06-30 $19M 176k 106.36

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equity Etf (DFUS)
Owl Rock Capital Corporation (OBDC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Trinity Financial Advisors

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