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

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $924k 8.6k 107.60
2023-12-31 $1.3M 12k 108.41
2023-09-30 $2.2M 22k 102.54
2023-06-30 $2.5M 23k 106.73
2023-03-31 $2.6M 24k 107.74
2022-12-31 $2.6M 25k 105.52
2022-09-30 $2.4M 24k 101.05
2022-06-30 $532k 5.0k 106.46
2022-03-31 $2.1M 19k 109.64
2021-12-31 $3.7M 32k 116.25

More positions owned by W Advisors

Merck & Co (MRK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Msci Leadr (SUSL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Grwth Etf (EFG)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

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