iShares S&P Natl AMTFr Mncpl Bd shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 13k | 106.55 |
| 2024-09-30 | $1.1M | 9.9k | 108.63 |
| 2024-06-30 | $1.2M | 11k | 106.55 |
| 2024-03-31 | $1.5M | 14k | 107.60 |
| 2023-09-30 | $19M | 189k | 102.54 |
| 2023-06-30 | $18M | 170k | 106.73 |
| 2023-03-31 | $17M | 159k | 107.74 |
| 2022-12-31 | $17M | 161k | 105.52 |
| 2022-09-30 | $16M | 151k | 102.58 |
| 2022-06-30 | $13M | 122k | 106.36 |
| 2022-03-31 | $2.1M | 19k | 109.64 |
| 2020-12-31 | $318k | 2.7k | 117.34 |
| 2014-09-30 | $211k | 1.9k | 109.61 |
| 2014-06-30 | $248k | 2.3k | 108.68 |
| 2014-03-31 | $309k | 2.9k | 107.03 |
| 2013-12-31 | $596k | 5.7k | 103.72 |
| 2013-09-30 | $812k | 7.8k | 104.52 |
| 2013-06-30 | $941k | 9.0k | 105.05 |
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