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iShares S&P Natl AMTFr Mncpl Bd shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services 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 Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 4.6k 106.49
2025-06-30 $477k 4.6k 104.48
2025-03-31 $485k 4.6k 105.44
2024-12-31 $640k 6.0k 106.55
2024-09-30 $564k 5.2k 108.63
2024-06-30 $567k 5.3k 106.55
2024-03-31 $558k 5.2k 107.60
2023-12-31 $563k 5.2k 108.41