iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates 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 A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 23k | 105.43 |
| 2023-09-30 | $2.0M | 20k | 102.86 |
| 2023-06-30 | $2.1M | 20k | 104.04 |
| 2023-03-31 | $930k | 8.9k | 104.68 |
| 2022-12-31 | $933k | 9.0k | 104.27 |
| 2022-09-30 | $1.2M | 12k | 102.64 |
| 2022-06-30 | $1.2M | 11k | 104.69 |
| 2022-03-31 | $2.1M | 20k | 104.59 |
| 2021-12-31 | $1.9M | 17k | 107.38 |
| 2021-09-30 | $1.9M | 18k | 107.55 |
| 2021-06-30 | $939k | 8.7k | 107.84 |
| 2021-03-31 | $939k | 8.7k | 107.84 |
| 2020-12-31 | $956k | 8.8k | 108.07 |
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Home Depot (HD)
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