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iShares S&P AMT-Fr Mncpl Bnd shares owned by Compass Planning Associates

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

Historical chart of Compass Planning Associates 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 Compass Planning Associates 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 Compass Planning Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $401k 7.5k 53.12

More positions owned by Compass Planning Associates

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Compass Planning Associates

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

Tiaa Trust, National Association
High Probability Advisors
HighTower Advisors
Facet Wealth
FMR
Alesco Advisors
Hsbc Holdings
Satovsky Asset Management
Legacy Edge Advisors
Envestnet Asset Management
Adviser Investments
Klingman & Associates
Miracle Mile Advisors
Mariner Wealth Advisors
Betterment

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