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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Northwest Wealth Management

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

Historical chart of Northwest Wealth Management 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 Northwest Wealth Management 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $796k 7.5k 105.43
2023-09-30 $1.2M 12k 102.86
2023-06-30 $1.2M 12k 104.04
2023-03-31 $1.7M 17k 104.68
2022-12-31 $2.3M 22k 104.27
2022-09-30 $2.4M 23k 102.67
2022-06-30 $2.6M 25k 104.68
2022-03-31 $2.2M 21k 104.59
2021-12-31 $2.2M 20k 107.38
2021-09-30 $2.2M 21k 107.57
2021-06-30 $2.2M 21k 107.81
2021-03-31 $2.0M 19k 107.83
2020-12-31 $2.1M 19k 108.09
2020-09-30 $2.1M 19k 108.09
2020-06-30 $2.0M 19k 107.88
2020-03-31 $2.0M 19k 106.30
2019-12-31 $2.1M 20k 106.76
2019-09-30 $2.1M 20k 106.55
2019-06-30 $2.1M 20k 106.56
2019-03-31 $2.1M 20k 106.01
2018-12-31 $2.1M 20k 105.39

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest Wealth Management

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Sei Investments
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Citigroup
Us Bancorp
Mariner Wealth Advisors

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