Wedmont Private Capital »

iShares S&P AMT-Fr Mncpl Bnd shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 50k 53.32
2023-12-31 $2.7M 50k 54.16
2023-09-30 $1.6M 32k 50.80
2023-06-30 $1.7M 32k 53.29

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

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

Tiaa Trust, National Association
Bank of America Corporation
Morgan Stanley
Adviser Investments
FMR
Hsbc Holdings
Alesco Advisors
Altfest L J & Co
Miracle Mile Advisors
Mariner Wealth Advisors
Facet Wealth
Opal Wealth Advisors
Envestnet Asset Management
Betterment
Taylor, Cottrill, Erickson & Associates

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