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iShares S&P Natl AMTFr Mncpl Bd shares owned by Strategic Financial

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

Historical chart of Strategic Financial 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 Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 26k 108.41
2023-09-30 $2.9M 28k 102.54
2023-06-30 $3.4M 32k 106.73
2023-03-31 $3.9M 36k 107.74
2022-12-31 $3.8M 36k 105.52
2022-09-30 $4.5M 44k 102.59
2022-06-30 $3.8M 36k 106.36
2022-03-31 $4.1M 38k 109.63
2021-12-31 $4.4M 38k 116.28
2021-09-30 $4.2M 36k 116.16
2021-06-30 $4.1M 35k 117.19
2021-03-31 $4.2M 36k 116.06
2020-12-31 $3.8M 32k 117.21
2020-09-30 $3.6M 31k 115.92
2020-06-30 $3.3M 29k 115.41
2020-03-31 $3.4M 30k 113.00
2019-12-31 $3.0M 26k 113.90
2019-09-30 $2.7M 24k 114.11
2019-06-30 $2.6M 23k 113.10
2019-03-31 $2.3M 21k 111.18
2018-12-31 $2.1M 19k 109.06
2018-09-30 $2.4M 22k 107.94
2018-06-30 $2.4M 22k 109.04
2018-03-31 $2.2M 20k 108.91
2017-12-31 $2.1M 19k 110.72
2017-09-30 $2.1M 19k 110.87
2017-06-30 $1.9M 18k 110.13
2017-03-31 $2.1M 19k 108.93
2016-12-31 $1.9M 18k 108.16
2016-09-30 $2.0M 17k 112.77
2016-06-30 $1.8M 16k 113.90
2016-03-31 $1.6M 14k 111.62
2015-12-31 $1.8M 16k 110.73

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

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