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iShares S&P AMT-Fr Mncpl Bnd shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of iShares S&P AMT-Fr Mncpl Bnd (NYF) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in iShares S&P AMT-Fr Mncpl Bnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P AMT-Fr Mncpl Bnd held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P AMT-Fr Mncpl Bnd by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 4.4k 53.12

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Global 100 Etf (IOO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Amplius Wealth Advisors

Top funds holding iShares S&P AMT-Fr Mncpl Bnd

Tiaa-cref Individual & Institutional Services
Morgan Stanley
High Probability Advisors
Bank of America Corporation
HighTower Advisors
Facet Wealth
FMR
Alesco Advisors
Legacy Edge Advisors
Hsbc Holdings
Satovsky Asset Management
Envestnet Asset Management
Klingman & Associates
Mariner Wealth Advisors
Adviser Investments

View all funds holding iShares S&P AMT-Fr Mncpl Bnd