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
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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
Download as csvQuarterly 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 |
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