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

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

Historical chart of LVW 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 LVW Advisors 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 3.8k 53.51

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (SPLG)
Capital Group International SHS (CGIE)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for LVW Advisors

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

Tiaa Trust, National Association
High Probability Advisors
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
Cetera Investment Advisers

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