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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
2024-03-31 $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)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

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

Jane Street
Tiaa Trust, National Association
Bank of America Corporation
Adviser Investments
Hsbc Holdings
Alesco Advisors
Altfest L J & Co
Miracle Mile Advisors
Mariner Wealth Advisors
Opal Wealth Advisors
Facet Wealth
Taylor, Cottrill, Erickson & Associates
Betterment
Francis Financial
NBT Bank

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