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iShares S&P Natl AMTFr Mncpl Bd shares owned by White & Co Financial Planning

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

Historical chart of White & Co Financial Planning 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 White & Co Financial Planning 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 16k 106.49
2025-06-30 $1.6M 15k 104.32
2025-03-31 $1.6M 15k 105.19
2024-12-31 $1.7M 16k 106.55

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

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

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