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Wellspring Financial Advisors »

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

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

Historical chart of Wellspring 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 Wellspring 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 Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-03-31	$1.3M	12k	108.89
2022-12-31	$1.6M	15k	106.39
2022-03-31	$324k	2.9k	112.85
2021-12-31	$345k	2.9k	120.21
2021-09-30	$315k	2.6k	120.60
2021-06-30	$316k	2.6k	120.98
2021-03-31	$331k	2.8k	118.94
2020-12-31	$318k	2.6k	121.75
2020-09-30	$337k	2.8k	121.09
2020-06-30	$336k	2.8k	120.73
2020-03-31	$331k	2.8k	118.94

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)

Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)

Vanguard Value Etf Value Etf (VTV)

Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Spdr S&p 500 Etf Trust Tr Unit (SPY)

Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)

Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)

Industrial Select Sector Spdr Sbi Int-inds (XLI)

Vanguard High Dividend Yield High Div Yld (VYM)

Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)

Vanguard Growth Etf Growth Etf (VUG)

Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation

Bank of New York Mellon

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

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