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iShares S&P Natl AMTFr Mncpl Bd shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private Wealth Management 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 Windward Private Wealth Management 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 Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 18k 108.41
2023-09-30 $888k 8.7k 102.54
2023-06-30 $861k 8.1k 106.73
2023-03-31 $869k 8.1k 107.74
2022-12-31 $851k 8.1k 105.52
2022-09-30 $473k 4.6k 102.54

More positions owned by Windward Private Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Windward Private Wealth Management

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