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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Shade Tree Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii shrt dur mng mun (FSMB) shares owned by Shade Tree Advisors from 13F filings

Historical chart of Shade Tree Advisors investment in First Tr Exch Traded Fd Iii shrt dur mng mun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by Shade Tree Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by Shade Tree Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 11k 20.05

More positions owned by Shade Tree Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Globalfoundries Ordinary Shares (GFS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Putnam Etf Trust Bdc Income Etf (PBDC)
Gartner (IT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Shade Tree Advisors

Top funds holding First Tr Exch Traded Fd Iii shrt dur mng mun

LPL Financial
CI Private Wealth
RMR Wealth Builders
HighTower Advisors
PFS Partners
UBS Group
TruWealth Advisors
Goss Wealth Management
Rockefeller Capital Management
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
EnRich Financial Partners
Envestnet Asset Management
Advisor Group Holdings

View all funds holding First Tr Exch Traded Fd Iii shrt dur mng mun