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iShares S&P AMT-Fr Mncpl Bnd shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $509k 9.4k 54.33
2024-06-30 $492k 9.2k 53.39
2024-03-31 $496k 9.2k 53.81
2023-12-31 $324k 6.0k 54.09
2023-09-30 $638k 13k 51.03

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
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Procter And Gamble Stock (PG)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IVV)
Vanguard Tax-managed Fds Stock (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Eli Lilly & Co Stock (LLY)
Ishares Tr Stock (AGG)
Ishares Tr Stock (QUAL)
Alphabet Stock (GOOGL)
Facebook Inc cl a (META)

View all positions for HPM Partners

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

Tiaa Trust, National Association
Bank of America Corporation
High Probability Advisors
HighTower Advisors
Adviser Investments
Facet Wealth
Miracle Mile Advisors
FMR
Alesco Advisors
Hsbc Holdings
Klingman & Associates
Mariner Wealth Advisors
Envestnet Asset Management
Betterment
Opal Wealth Advisors

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