LifeGoal Wealth Advisors »

iShares S&P AMT-Fr Mncpl Bnd shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P AMT-Fr Mncpl Bnd by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $942k 18k 53.35
2025-06-30 $913k 18k 52.14
2025-03-31 $851k 16k 52.65

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

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