iShares S&P Natl AMTFr Mncpl Bd shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P Natl AMTFr Mncpl Bd
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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 83k | 106.49 |
| 2025-06-30 | $8.1M | 78k | 104.48 |
| 2025-03-31 | $7.8M | 76k | 103.49 |
| 2024-12-31 | $4.7M | 44k | 106.02 |
| 2024-09-30 | $4.0M | 37k | 108.63 |
| 2024-06-30 | $3.2M | 30k | 106.55 |
| 2024-03-31 | $2.6M | 24k | 107.60 |
| 2023-12-31 | $1.0M | 9.6k | 108.41 |
| 2022-09-30 | $229k | 2.2k | 102.37 |
| 2022-06-30 | $248k | 2.3k | 107.69 |
| 2021-12-31 | $85k | 733 | 115.96 |
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