iShares S&P Natl AMTFr Mncpl Bd shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 44k | 106.49 |
| 2025-06-30 | $4.4M | 42k | 104.48 |
| 2025-03-31 | $287k | 2.7k | 105.45 |
| 2024-12-31 | $428k | 4.0k | 106.55 |
| 2024-09-30 | $374k | 3.4k | 108.63 |
| 2024-06-30 | $388k | 3.6k | 106.55 |
| 2024-03-31 | $230k | 2.1k | 107.60 |
| 2023-12-31 | $234k | 2.2k | 108.41 |
| 2022-09-30 | $387k | 3.8k | 102.68 |
| 2022-06-30 | $419k | 3.9k | 106.32 |
| 2022-03-31 | $1.2M | 11k | 109.68 |
| 2021-12-31 | $1.4M | 12k | 116.27 |
| 2021-09-30 | $1.1M | 9.9k | 116.14 |
| 2021-06-30 | $1.5M | 13k | 117.20 |
| 2021-03-31 | $1.7M | 14k | 116.06 |
| 2020-12-31 | $1.3M | 11k | 117.16 |
| 2020-09-30 | $752k | 6.5k | 115.98 |
| 2020-06-30 | $549k | 4.8k | 115.36 |
| 2020-03-31 | $567k | 5.0k | 113.11 |
| 2019-12-31 | $639k | 5.6k | 113.92 |
| 2019-09-30 | $556k | 4.9k | 114.05 |
| 2019-06-30 | $191k | 1.7k | 112.82 |
| 2019-03-31 | $210k | 1.9k | 111.17 |
| 2018-12-31 | $149k | 1.4k | 108.76 |
| 2018-09-30 | $149k | 1.4k | 106.81 |
| 2018-06-30 | $178k | 1.6k | 108.54 |
| 2018-03-31 | $169k | 1.6k | 108.75 |
| 2017-12-31 | $172k | 1.6k | 110.68 |
| 2017-09-30 | $172k | 1.6k | 110.68 |
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