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

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

Historical chart of Patriot 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 Patriot 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 Patriot Wealth Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $3.4M 32k 105.41
2018-09-30 $4.2M 40k 104.73
2018-06-30 $4.3M 41k 105.02
2018-03-31 $6.8M 65k 104.88
2017-12-31 $7.6M 73k 104.88

More positions owned by Patriot Wealth Management

Spdr S&p 500 Etf (SPY)
Ishares Core Intl Stock Etf core (IXUS)
iShares S&P 100 Index (OEF)
SPDR S&P MidCap 400 ETF (MDY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Consumer Staples Select Sect. SPDR (XLP)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Utilities SPDR (XLU)
Financial Select Sector SPDR (XLF)
iShares S&P US Pref Stock Idx Fnd (PFF)
Exxon Mobil Corporation (XOM)
Fidelity msci rl est etf (FREL)

View all positions for Patriot 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
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

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