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iShares S&P Natl AMTFr Mncpl Bd shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 14k 106.49
2025-06-30 $1.5M 14k 104.47
2025-03-31 $1.5M 14k 105.47
2024-12-31 $1.5M 14k 106.57
2024-09-30 $1.4M 13k 108.62
2024-03-31 $931k 8.6k 107.64
2023-12-31 $948k 8.7k 108.36
2023-09-30 $894k 8.7k 102.59
2023-06-30 $947k 8.9k 106.72
2023-03-31 $956k 8.9k 107.73
2022-12-31 $1.1M 10k 105.49
2022-09-30 $2.3M 22k 102.58
2022-06-30 $3.0M 28k 106.35
2022-03-31 $4.1M 37k 109.65
2021-12-31 $4.3M 37k 116.28
2021-09-30 $3.8M 33k 116.19
2021-06-30 $3.7M 31k 117.21
2021-03-31 $3.6M 31k 116.04
2020-12-31 $3.7M 32k 117.21
2020-09-30 $3.5M 30k 115.92
2020-06-30 $3.3M 29k 115.39
2020-03-31 $3.3M 29k 113.00
2019-12-31 $3.3M 29k 113.89
2019-09-30 $2.9M 25k 114.11
2019-06-30 $2.7M 24k 113.07
2019-03-31 $2.7M 24k 111.21
2018-12-31 $2.4M 22k 109.03
2018-09-30 $2.4M 22k 107.94
2018-06-30 $2.2M 20k 109.05
2018-03-31 $2.2M 20k 108.95
2017-12-31 $2.2M 20k 110.75
2017-09-30 $2.5M 22k 110.86
2017-06-30 $1.9M 18k 110.10
2017-03-31 $1.5M 14k 108.92
2016-12-31 $1.5M 14k 108.21
2016-09-30 $2.0M 18k 112.76
2016-06-30 $1.8M 16k 113.90
2016-03-31 $1.2M 11k 111.64
2015-12-31 $956k 8.6k 110.71
2015-09-30 $994k 9.1k 109.53
2015-06-30 $1.0M 9.5k 108.23
2015-03-31 $1.1M 9.6k 110.62
2014-12-31 $1.0M 9.5k 110.37

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View all positions for Sonata Capital

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Wells Fargo & Company
Fisher Investments
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Us Bancorp
Wealthfront Advisers

View all funds holding iShares S&P Natl AMTFr Mncpl Bd