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iShares S&P AMT-Fr Mncpl Bnd shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $736k 14k 53.35
2025-06-30 $1.0M 20k 52.14
2025-03-31 $2.4M 46k 52.65
2024-12-31 $1.4M 26k 53.22
2024-09-30 $615k 11k 54.33
2024-06-30 $543k 10k 53.39

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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

Tiaa Trust, National Association
High Probability Advisors
Morgan Stanley
Facet Wealth
FMR
HighTower Advisors
Alesco Advisors
Satovsky Asset Management
Miracle Mile Advisors
Klingman & Associates
Envestnet Asset Management
Adviser Investments
Mariner Wealth Advisors
LPL Financial
Betterment

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