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iShares S&P Natl AMTFr Mncpl Bd shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory 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 Wheelhouse Advisory 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $444k 4.1k 107.62
2023-12-31 $502k 4.6k 108.43

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
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Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
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Vanguard Intermediate Term Bond Etf Etf (BIV)
Vanguard Small Cap Growth Etf Etf (VBK)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Envestnet Asset Management
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Advisory
Us Bancorp
LPL Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street

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