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

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 10k 108.03
2024-06-30 $1.6M 15k 107.41
2024-03-31 $1.4M 13k 106.21
2023-12-31 $1.2M 11k 107.51
2023-09-30 $1.2M 12k 102.21
2023-06-30 $1.3M 12k 106.53
2023-03-31 $1.3M 12k 106.83
2022-12-31 $1.3M 12k 107.94
2022-09-30 $1.2M 12k 103.36
2022-06-30 $1.3M 12k 108.51
2022-03-31 $2.0M 18k 106.40
2021-12-31 $2.0M 18k 115.80
2021-09-30 $1.8M 16k 115.88
2021-06-30 $1.8M 16k 117.80
2021-03-31 $1.8M 15k 115.88
2020-12-31 $1.7M 15k 116.93
2020-09-30 $794k 6.9k 115.09
2020-06-30 $750k 6.4k 117.21
2020-03-31 $699k 6.2k 112.47
2019-12-31 $782k 6.8k 114.66
2019-09-30 $742k 6.5k 114.00