iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.4M | 23k | 102.86 |
| 2023-06-30 | $4.1M | 40k | 104.04 |
| 2023-03-31 | $6.0M | 58k | 104.68 |
| 2022-12-31 | $6.5M | 63k | 104.27 |
| 2022-09-30 | $2.6M | 26k | 102.67 |
| 2022-06-30 | $2.4M | 23k | 104.68 |
| 2022-03-31 | $905k | 8.6k | 104.65 |
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