Heritage Wealth Partners »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Heritage Wealth Partners

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

Historical chart of Heritage Wealth 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 Heritage Wealth Partners 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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $997k 9.5k 105.43
2023-12-31 $997k 9.5k 105.43
2023-09-30 $983k 9.6k 102.86
2023-06-30 $1.0M 9.8k 104.04
2022-12-31 $950k 9.2k 103.37

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth 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