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iShares S&P Natl AMTFr Mncpl Bd shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in iShares S&P Natl AMTFr Mncpl Bd

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 20240.5M1M1.5M5k10k15k
Value ($)Share countHistorical MUB position of Sax Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P Natl AMTFr Mncpl Bd held by Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 17k 108.63
2024-06-30 $1.7M 16k 106.55
2024-03-31 $1.7M 16k 107.60
2023-12-31 $1.2M 11k 108.41
2023-09-30 $594k 5.8k 102.54