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iShares S&P AMT-Fr Mncpl Bnd shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares S&P AMT-Fr Mncpl Bnd (NYF) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares S&P AMT-Fr Mncpl Bnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P AMT-Fr Mncpl Bnd held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 20k 54.09
2023-09-30 $1.2M 23k 51.03
2023-06-30 $1.2M 22k 53.26
2023-03-31 $1.1M 21k 53.51
2022-12-31 $924k 18k 52.40
2022-06-30 $167k 3.2k 52.62
2022-03-31 $226k 4.2k 54.43
2021-12-31 $184k 3.2k 57.97
2021-09-30 $216k 3.7k 57.85
2021-06-30 $218k 3.7k 58.38
2021-03-31 $215k 3.7k 57.58
2020-12-31 $218k 3.7k 58.38
2020-09-30 $215k 3.7k 57.58
2020-06-30 $215k 3.7k 57.58
2020-03-31 $205k 3.7k 54.90