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iShares S&P Natl AMTFr Mncpl Bd shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $560k 5.2k 108.63
2024-06-30 $558k 5.2k 106.55
2024-03-31 $601k 5.6k 107.60
2023-12-31 $467k 4.3k 108.41
2023-09-30 $353k 3.4k 102.54
2023-06-30 $364k 3.4k 106.73

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View all positions for Values Added Financial

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
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