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

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

Historical chart of Wrenne 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 Wrenne 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.4M 50k 106.55
2024-03-31 $5.0M 46k 107.60
2023-12-31 $4.7M 43k 108.41

More positions owned by Wrenne Financial Planning

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Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Wrenne Financial Planning

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
FMR
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Management
Pnc Financial Services
LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors

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