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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 4.3k 104.72
2023-12-31 $383k 3.6k 105.44
2023-09-30 $372k 3.6k 102.86
2023-06-30 $316k 3.0k 104.04
2023-03-31 $317k 3.0k 104.67
2022-12-31 $315k 3.0k 104.28

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for KFA Private Wealth Group

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