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iShares S&P AMT-Fr Mncpl Bnd shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $492k 9.2k 53.35
2025-06-30 $374k 7.2k 52.14
2025-03-31 $338k 6.4k 52.65
2024-12-31 $314k 5.9k 53.22

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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

Tiaa Trust, National Association
High Probability Advisors
Morgan Stanley
Facet Wealth
FMR
HighTower Advisors
Alesco Advisors
Satovsky Asset Management
Miracle Mile Advisors
Klingman & Associates
Envestnet Asset Management
Adviser Investments
Mariner Wealth Advisors
LPL Financial
Betterment

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