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iShares S&P Natl AMTFr Mncpl Bd shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in iShares S&P Natl AMTFr Mncpl Bd

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All positions including iShares S&P Natl AMTFr Mncpl Bd held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 76k 107.60
2023-12-31 $8.9M 82k 108.41
2023-09-30 $12M 113k 102.54
2023-06-30 $13M 121k 106.73
2023-03-31 $16M 144k 107.74
2022-12-31 $14M 129k 105.52
2022-09-30 $14M 134k 102.58
2022-06-30 $17M 159k 106.36
2022-03-31 $16M 145k 109.64
2021-12-31 $15M 127k 116.28
2021-09-30 $14M 119k 116.17
2021-06-30 $13M 113k 117.20
2021-03-31 $13M 112k 116.05
2020-12-31 $14M 117k 117.20
2020-09-30 $13M 114k 115.93
2020-06-30 $13M 110k 115.40
2020-03-31 $12M 104k 113.01
2019-12-31 $14M 120k 113.91
2019-09-30 $14M 120k 114.10
2019-06-30 $14M 125k 113.09
2019-03-31 $14M 128k 111.19
2018-12-31 $13M 120k 109.04
2018-09-30 $212k 2.0k 108.16
2018-06-30 $383k 3.5k 109.02
2018-03-31 $606k 5.6k 108.88
2017-12-31 $755k 6.8k 110.72
2017-09-30 $1.5M 14k 110.89
2017-06-30 $1.1M 9.6k 110.09
2017-03-31 $982k 9.0k 108.94
2016-12-31 $2.1M 19k 108.16
2016-09-30 $19M 171k 112.75
2016-06-30 $15M 133k 113.92
2016-03-31 $7.0M 63k 111.64
2015-12-31 $5.5M 50k 110.72
2015-09-30 $6.1M 55k 109.55
2015-06-30 $5.2M 48k 108.22
2015-03-31 $3.3M 30k 110.58
2014-12-31 $5.3M 48k 110.33
2014-09-30 $3.7M 34k 109.67
2014-06-30 $3.3M 30k 108.65
2014-03-31 $2.5M 23k 107.06
2013-12-31 $1.2M 11k 103.72
2011-06-30 $220k 2.1k 103.53
2011-03-31 $328k 3.3k 99.39

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Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
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Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
FMR
Envestnet Asset Management
Betterment
Creative Planning
Bank of New York Mellon
Jpmorgan Chase & Co
Wealthfront Advisers
Wells Fargo & Company
Charles Schwab Investment Advisory
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
LPL Financial
Pnc Financial Services

View all funds holding iShares S&P Natl AMTFr Mncpl Bd