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iShares S&P Natl AMTFr Mncpl Bd shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $65M 598k 108.63
2024-06-30 $61M 571k 106.55
2024-03-31 $61M 565k 107.60
2023-12-31 $64M 593k 108.41
2023-09-30 $49M 478k 102.54
2023-06-30 $50M 472k 106.73
2023-03-31 $52M 486k 107.74
2022-12-31 $55M 525k 105.52
2022-09-30 $50M 486k 102.58
2022-06-30 $77M 724k 106.36
2022-03-31 $36M 331k 109.64
2021-12-31 $15M 127k 116.28
2021-09-30 $13M 112k 116.17
2021-06-30 $13M 114k 117.20
2021-03-31 $13M 114k 116.05
2020-12-31 $12M 100k 117.20
2020-09-30 $10M 86k 115.93
2020-06-30 $9.1M 79k 115.40
2020-03-31 $11M 95k 113.01
2019-12-31 $11M 94k 113.91
2019-09-30 $11M 95k 114.10
2019-06-30 $10M 92k 113.09
2019-03-31 $8.1M 73k 111.19
2018-12-31 $9.1M 84k 109.04

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Envestnet Asset Management
Creative Planning
Wealthfront Advisers
Jpmorgan Chase & Co
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
LPL Financial
Pnc Financial Services
Us Bancorp
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Portfolio Solutions

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