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iShares S&P AMT-Fr Mncpl Bnd shares owned by Francis Financial

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

Historical chart of Francis Financial investment in iShares S&P AMT-Fr Mncpl Bnd

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All positions including iShares S&P AMT-Fr Mncpl Bnd held by Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 106k 54.33
2024-06-30 $5.3M 99k 53.39
2024-03-31 $5.5M 102k 53.81
2023-12-31 $3.4M 63k 54.09

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

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

Tiaa Trust, National Association
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Bank of America Corporation
HighTower Advisors
Adviser Investments
Miracle Mile Advisors
Facet Wealth
Mariner Wealth Advisors
Klingman & Associates
Envestnet Asset Management
Opal Wealth Advisors
Myecfo
Taylor, Cottrill, Erickson & Associates
Altfest L J & Co

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