iShares S&P AMT-Fr Mncpl Bnd shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P AMT-Fr Mncpl Bnd (NYF) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P AMT-Fr Mncpl Bnd
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All positions including iShares S&P AMT-Fr Mncpl Bnd held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P AMT-Fr Mncpl Bnd by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $517k | 9.9k | 52.14 |
| 2025-03-31 | $660k | 13k | 52.65 |
| 2024-12-31 | $667k | 13k | 53.22 |
| 2024-09-30 | $681k | 13k | 54.33 |
| 2024-06-30 | $680k | 13k | 53.39 |
| 2024-03-31 | $675k | 13k | 53.81 |
| 2023-12-31 | $678k | 13k | 54.09 |
| 2023-09-30 | $265k | 5.2k | 51.03 |
| 2023-06-30 | $277k | 11k | 24.74 |
| 2023-03-31 | $0 | 20k | 0.00 |
| 2022-12-31 | $539k | 10k | 52.40 |
| 2022-03-31 | $181k | 3.3k | 54.62 |
| 2020-12-31 | $135k | 2.3k | 58.34 |