Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

9258 Wealth Management »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 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 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by 9258 Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$243k	2.3k	105.43
2023-09-30	$287k	2.8k	102.86
2023-06-30	$297k	2.9k	104.04
2023-03-31	$304k	2.9k	104.68
2022-12-31	$297k	2.8k	104.27
2022-09-30	$266k	2.6k	102.54
2019-12-31	$228k	2.1k	106.94

More positions owned by 9258 Wealth Management

Apple Stock (AAPL)

NVIDIA Corp Stock (NVDA)

SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)

iShares Russell Top 200 Growth ETF Etf (IWY)

Procter & Gamble Stock (PG)

Microsoft Corp Stock (MSFT)

iShares Core Dividend Growth ETF Etf (DGRO)

iShares Core US Aggregate Bond ETF Etf (AGG)

iShares Core Total USD Bond Market ETF Etf (IUSB)

iShares Russell Top 200 Value ETF Etf (IWX)

SPDR Portfolio S&P 500 ETF Etf (SPLG)

Vanguard Total International Stock ETF Etf (VXUS)

Vanguard Mega Cap Value ETF Etf (MGV)

iShares 7-10 Year Treasury Bond ETF Etf (IEF)

United Parcel Service Inc Class B Stock (UPS)

View all positions for 9258 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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z