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iShares S&P Natl AMTFr Mncpl Bd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $64M 598k 106.55
2024-09-30 $68M 624k 108.63
2024-06-30 $66M 617k 106.55
2024-03-31 $67M 618k 107.60
2023-12-31 $69M 634k 108.41
2023-09-30 $106M 1.0M 102.54
2023-06-30 $126M 1.2M 106.73
2023-03-31 $124M 1.2M 107.74
2022-12-31 $107M 1.0M 105.52
2022-09-30 $112M 1.1M 102.58
2022-06-30 $111M 1.0M 106.36
2022-03-31 $110M 999k 109.64
2021-12-31 $106M 913k 116.28
2021-09-30 $94M 809k 116.17
2021-06-30 $84M 717k 117.20
2021-03-31 $72M 620k 116.05
2020-12-31 $63M 538k 117.20
2020-09-30 $53M 457k 115.93
2020-06-30 $30M 263k 115.40
2020-03-31 $29M 253k 113.01
2019-12-31 $31M 273k 113.91
2019-09-30 $31M 274k 114.10
2019-06-30 $27M 240k 113.09
2019-03-31 $26M 232k 111.19
2018-12-31 $25M 228k 109.04
2018-09-30 $22M 207k 107.94
2018-06-30 $23M 206k 109.04
2018-03-31 $24M 217k 108.93
2017-12-31 $23M 204k 110.74
2017-09-30 $21M 192k 110.87
2017-06-30 $20M 182k 110.12
2017-03-31 $20M 182k 108.95
2016-12-31 $18M 164k 108.18
2016-09-30 $20M 177k 112.75
2016-06-30 $20M 177k 114.00
2016-03-31 $19M 174k 111.65
2015-12-31 $17M 155k 110.71
2015-09-30 $16M 144k 109.55
2015-06-30 $17M 156k 108.21
2015-03-31 $34M 308k 109.58
2014-12-31 $28M 252k 110.34
2014-09-30 $25M 227k 109.67
2014-06-30 $21M 195k 108.65
2014-03-31 $9.5M 89k 107.06
2013-12-31 $7.2M 70k 103.74
2013-09-30 $8.4M 80k 104.50
2013-06-30 $8.0M 76k 105.04
2013-03-31 $11M 98k 110.17
2012-12-31 $9.2M 83k 110.64
2012-09-30 $7.4M 66k 112.00
2012-06-30 $5.6M 51k 110.07

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Betterment
FMR
Creative Planning
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Fisher Investments

View all funds holding iShares S&P Natl AMTFr Mncpl Bd