iShares S&P Natl AMTFr Mncpl Bd shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 12k | 107.60 |
| 2024-06-30 | $726k | 6.8k | 106.55 |
| 2024-03-31 | $1.3M | 12k | 107.60 |
| 2023-12-31 | $3.4M | 31k | 108.41 |
| 2023-09-30 | $18M | 178k | 102.54 |
| 2023-06-30 | $9.4M | 89k | 106.73 |
| 2023-03-31 | $18M | 165k | 106.47 |
| 2022-12-31 | $23M | 221k | 105.52 |
| 2022-09-30 | $30M | 296k | 102.58 |
| 2022-06-30 | $30M | 279k | 106.36 |
| 2022-03-31 | $38M | 349k | 109.64 |
| 2021-12-31 | $37M | 321k | 116.28 |
| 2021-09-30 | $40M | 347k | 116.17 |
| 2021-06-30 | $48M | 412k | 117.20 |
| 2021-03-31 | $42M | 360k | 116.05 |
| 2020-12-31 | $42M | 362k | 117.20 |
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