iShares S&P Natl AMTFr Mncpl Bd shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 18k | 108.41 |
| 2022-12-31 | $6.6M | 62k | 105.52 |
| 2022-09-30 | $2.6M | 26k | 102.59 |
| 2022-06-30 | $2.2M | 21k | 106.36 |
| 2022-03-31 | $2.2M | 20k | 109.64 |
| 2021-09-30 | $1.2M | 10k | 116.12 |
| 2021-06-30 | $842k | 7.2k | 117.14 |
| 2021-03-31 | $248k | 2.1k | 116.21 |
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