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

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 44k 106.49
2025-06-30 $3.4M 32k 104.48
2025-03-31 $6.2M 59k 105.44
2024-12-31 $4.8M 45k 106.55
2024-09-30 $4.4M 41k 108.63
2024-06-30 $4.0M 38k 106.55
2024-03-31 $3.8M 35k 107.60
2023-12-31 $3.6M 33k 108.41
2023-09-30 $3.8M 37k 102.52
2023-06-30 $3.4M 32k 106.57
2023-03-31 $3.5M 33k 107.74
2022-12-31 $3.4M 32k 105.53
2022-09-30 $4.4M 43k 102.58
2022-06-30 $5.9M 56k 106.35
2022-03-31 $4.0M 37k 109.62
2021-12-31 $3.0M 26k 116.27
2021-09-30 $3.0M 25k 116.18
2021-06-30 $3.0M 25k 117.20
2021-03-31 $2.9M 25k 116.04
2020-12-31 $1.5M 13k 117.21
2020-09-30 $1.5M 13k 115.90
2020-06-30 $1.5M 13k 115.36
2020-03-31 $1.4M 13k 113.04
2019-12-31 $1.5M 13k 113.91
2019-09-30 $1.5M 13k 114.07
2019-06-30 $1.4M 13k 113.07
2019-03-31 $1.4M 13k 111.21
2018-12-31 $1.4M 13k 109.07
2018-09-30 $1.4M 13k 107.68
2018-06-30 $1.6M 14k 108.76
2018-03-31 $1.6M 15k 108.65
2017-12-31 $1.9M 17k 110.48
2017-09-30 $1.9M 18k 110.76
2017-06-30 $1.9M 18k 109.86
2017-03-31 $1.9M 17k 110.48
2016-12-31 $1.9M 18k 108.31
2016-09-30 $2.0M 18k 112.77
2016-06-30 $2.0M 18k 113.90
2016-03-31 $2.0M 18k 111.63
2015-12-31 $2.0M 18k 110.69
2015-09-30 $2.0M 18k 109.57
2015-06-30 $2.0M 18k 108.21
2015-03-31 $2.1M 19k 110.58
2014-12-31 $2.2M 20k 110.33
2014-09-30 $2.4M 22k 109.65
2014-06-30 $2.4M 22k 108.66
2014-03-31 $2.3M 22k 107.04
2013-12-31 $2.2M 22k 103.73
2013-09-30 $2.1M 20k 104.49
2013-06-30 $1.7M 16k 105.06
2013-03-31 $1.6M 14k 110.16
2012-12-31 $1.6M 14k 110.66
2012-09-30 $1.6M 14k 112.00
2012-06-30 $1.3M 12k 110.11
2012-03-31 $1.3M 12k 109.42

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

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