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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Catalyst Financial Partners

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Catalyst Financial Partners from 13F filings

Historical chart of Catalyst Financial Partners investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 104.54
2023-12-31 $3.3M 31k 105.43
2023-09-30 $7.1M 69k 102.86
2023-06-30 $6.6M 63k 104.04
2023-03-31 $5.8M 55k 104.68
2022-12-31 $4.3M 41k 104.27

More positions owned by Catalyst Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
UFP Technologies (UFPT)
Johnson & Johnson (JNJ)

View all positions for Catalyst Financial Partners

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon
Bank of America Corporation
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Sei Investments
Creative Planning
Jane Street
UBS Group
Franklin Resources
Royal Bank of Canada
Captrust Financial Advisors
Tiaa Trust, National Association
Bank Of Montreal
Citigroup

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF