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iShares S&P Natl AMTFr Mncpl Bd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 33k 107.60
2023-12-31 $2.9M 27k 108.41
2023-09-30 $2.9M 28k 102.54
2023-06-30 $3.0M 28k 106.73
2023-03-31 $1.9M 17k 107.74
2022-12-31 $1.8M 17k 105.52
2022-09-30 $2.4M 24k 102.58
2022-06-30 $4.8M 45k 106.36
2022-03-31 $3.4M 31k 109.64
2021-12-31 $8.9M 77k 116.28
2021-09-30 $14M 119k 116.17
2021-06-30 $3.4M 29k 117.20
2021-03-31 $2.8M 25k 116.05
2020-12-31 $2.8M 24k 117.20
2020-09-30 $2.8M 24k 115.93
2020-06-30 $2.6M 23k 115.40
2020-03-31 $3.0M 26k 113.01
2019-12-31 $3.3M 29k 113.91
2019-09-30 $6.2M 54k 114.10
2019-06-30 $3.2M 28k 113.09
2019-03-31 $3.1M 28k 111.19
2018-12-31 $2.3M 21k 109.04

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Meta Platforms Common Stock (META)

View all positions for Summit Financial

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Bank of New York Mellon
Betterment
Wealthfront Advisers
Charles Schwab Investment Advisory
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Envestnet Portfolio Solutions
Jane Street
Mercer Global Advisors
Fisher Investments
Tiaa Trust, National Association

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