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

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

Historical chart of Klingman & 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 Klingman & 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 233k 53.35
2025-06-30 $12M 222k 52.14
2025-03-31 $12M 228k 52.65
2024-12-31 $12M 220k 53.22
2024-09-30 $11M 197k 54.33
2024-06-30 $9.5M 178k 53.39

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

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