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iShares S&P Natl AMTFr Mncpl Bd shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group 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 Valley Financial 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 Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $392k 3.6k 108.63
2024-06-30 $390k 3.7k 106.55
2024-03-31 $392k 3.6k 107.60

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
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Creative Planning
Wealthfront Advisers
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
LPL Financial
Pnc Financial Services
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Portfolio Solutions

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