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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Waldron

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

Historical chart of Waldron investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

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All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $529k 5.0k 105.42
2023-09-30 $432k 4.2k 102.83
2023-06-30 $493k 4.7k 103.99
2023-03-31 $496k 4.7k 104.62
2022-12-31 $664k 6.5k 102.56
2022-09-30 $664k 6.5k 102.56
2022-06-30 $4.0M 38k 104.66

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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