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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Caldwell 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 26k 106.49
2021-12-31 $2.8M 24k 116.28
2021-09-30 $2.6M 22k 116.17
2021-06-30 $2.5M 21k 117.20
2021-03-31 $2.3M 20k 116.05
2020-12-31 $2.1M 18k 117.20
2020-09-30 $2.0M 18k 115.93
2020-06-30 $2.0M 18k 115.40
2020-03-31 $2.0M 18k 113.01
2019-12-31 $1.8M 16k 113.91