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iShares S&P Natl AMTFr Mncpl Bd shares owned by West Wealth Group

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

Historical chart of West Wealth 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 West Wealth 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $549k 5.1k 107.12
2025-09-30 $564k 5.3k 107.10
2025-06-30 $334k 3.2k 104.05

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Calif Mun Bd Etf (CMF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Fisher Investments
Wells Fargo & Company
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Sei Investments
Us Bancorp
Wealthfront Advisers

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