# Aquila Tax-Free Fund For Utah

Aquila Tax-Free Fund For Utah is a registered fund series of Aquila Municipal Trust (series S000041643). Net assets $256.9M as of 2024-06-28.

## Profile

- Series ID: S000041643
- Registrant: Aquila Municipal Trust
- LEI: 549300ML3P2YTSIG1C46
- Net assets: $256.9M
- Total assets: $258.0M
- As of: 2024-06-28

## Advisers

- [Aquila Investment Management LLC (Advisor)](https://search.stillhousedata.com/firm/105588)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [UTAH ST CHRT SCH FIN AUTH CHRT](https://search.stillhousedata.com/security/91754TSZ7) | — | $4.8M | 185.54% |
| [WEBER CNTY UT SPL ASSMNT](https://search.stillhousedata.com/security/947664AV0) | — | $3.8M | 149.48% |
| [Dreyfus Treasury Obligations Cash Management Fund](https://search.stillhousedata.com/security/261908107) | — | $3.8M | 146.82% |
| [UTAH ST TRANSIT AUTH SALES TAX](https://search.stillhousedata.com/security/917567ET2) | — | $3.5M | 136.24% |
| [UTAH ST CHRT SCH FIN AUTH CHRT](https://search.stillhousedata.com/security/91754TKD4) | — | $3.3M | 127.72% |
| [SALT LAKE CITY UT ARPT REVENUE](https://search.stillhousedata.com/security/795576FP7) | — | $3.2M | 124.77% |
| [UTAH ST TRANSIT AUTH SALES TAX](https://search.stillhousedata.com/security/917567EQ8) | — | $3.0M | 117.51% |
| [CACHE CNTY UT SCH DIST](https://search.stillhousedata.com/security/127145ME7) | — | $3.0M | 117.47% |
| [UTAH ST MUNI PWR AGY PWR SPLY](https://search.stillhousedata.com/security/91756TAF8) | — | $3.0M | 115.30% |
| [UTAH ST HSG CORP SF MTGE REVEN](https://search.stillhousedata.com/security/9174366W2) | — | $2.7M | 106.52% |
| [UTAH ST CHRT SCH FIN AUTH CHRT](https://search.stillhousedata.com/security/91754TSY0) | — | $2.4M | 94.99% |
| [UNIF FIRE SVC AREA UT LOCAL BL](https://search.stillhousedata.com/security/90470PAQ9) | — | $2.4M | 92.13% |
| [HERRIMAN CITY UT SALES & FRANC](https://search.stillhousedata.com/security/427754BU9) | — | $2.2M | 83.73% |
| [UTAH ST TRANSIT AUTH SALES TAX](https://search.stillhousedata.com/security/917567CJ6) | — | $2.1M | 82.89% |
| [UTAH HSG CORP SF MTGE REVENUE](https://search.stillhousedata.com/security/917437GR0) | — | $2.0M | 78.51% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2024-06-28 | $256.9M |
| 2024-03-28 | $281.2M |
| 2023-12-29 | $286.2M |
| 2023-09-29 | $299.3M |
| 2023-06-30 | $321.1M |
| 2023-03-31 | $331.6M |
| 2022-12-30 | $337.9M |
| 2022-09-30 | $360.7M |

## More

- [Registrant: Aquila Municipal Trust](https://search.stillhousedata.com/registrant/784056)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000041643.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.