iShares S&P Natl AMTFr Mncpl Bd shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $460k | 4.2k | 108.63 |
| 2024-06-30 | $395k | 3.7k | 106.55 |
| 2024-03-31 | $397k | 3.7k | 107.60 |
| 2023-12-31 | $399k | 3.7k | 108.42 |
| 2023-09-30 | $372k | 3.6k | 102.53 |
| 2023-06-30 | $444k | 4.2k | 106.74 |
| 2023-03-31 | $450k | 4.2k | 107.75 |
| 2022-12-31 | $414k | 3.9k | 105.51 |
| 2022-09-30 | $490k | 4.8k | 102.58 |
| 2022-06-30 | $483k | 4.5k | 106.36 |
| 2022-03-31 | $1.3M | 12k | 109.64 |
| 2021-12-31 | $1.4M | 12k | 116.28 |
| 2021-09-30 | $1.2M | 11k | 116.17 |
| 2021-06-30 | $1.3M | 11k | 117.20 |
| 2021-03-31 | $1.3M | 11k | 116.06 |
| 2020-12-31 | $1.3M | 11k | 117.20 |
| 2020-09-30 | $1.2M | 11k | 115.93 |
| 2020-06-30 | $1.2M | 11k | 115.40 |
| 2020-03-31 | $1.4M | 12k | 113.01 |
| 2019-12-31 | $1.4M | 12k | 113.91 |
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