iShares S&P AMT-Fr Mncpl Bnd shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P AMT-Fr Mncpl Bnd (NYF) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 58k | 53.35 |
| 2025-06-30 | $2.6M | 50k | 52.14 |
| 2025-03-31 | $1.4M | 27k | 52.65 |
| 2024-12-31 | $1.5M | 27k | 53.22 |
| 2024-09-30 | $1.5M | 27k | 54.33 |
| 2024-06-30 | $1.0M | 19k | 53.39 |
| 2024-03-31 | $88k | 1.6k | 53.81 |
| 2023-12-31 | $47k | 876 | 54.12 |
| 2023-09-30 | $44k | 869 | 51.02 |
| 2023-06-30 | $46k | 864 | 53.24 |
| 2023-03-31 | $46k | 859 | 53.50 |
| 2022-12-31 | $45k | 856 | 52.37 |
| 2022-09-30 | $299k | 5.9k | 50.55 |