Sax Wealth Advisors »

iShares S&P AMT-Fr Mncpl Bnd shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P AMT-Fr Mncpl Bnd by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $854k 16k 53.12

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding iShares S&P AMT-Fr Mncpl Bnd

Tiaa-cref Individual & Institutional Services
Morgan Stanley
High Probability Advisors
Bank of America Corporation
HighTower Advisors
Facet Wealth
FMR
Alesco Advisors
Legacy Edge Advisors
Hsbc Holdings
Satovsky Asset Management
Envestnet Asset Management
Klingman & Associates
Mariner Wealth Advisors
Adviser Investments

View all funds holding iShares S&P AMT-Fr Mncpl Bnd