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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.3M | 31k | 106.49 |
| 2025-06-30 | $2.2M | 21k | 104.48 |
| 2024-12-31 | $2.0M | 19k | 106.55 |
| 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 |
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