iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management 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 Accurate Wealth Management 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 3.9k | 106.75 |
| 2025-06-30 | $535k | 5.0k | 106.44 |
| 2025-03-31 | $532k | 5.1k | 104.96 |
| 2024-12-31 | $564k | 5.4k | 105.40 |
| 2024-09-30 | $537k | 5.1k | 105.88 |
| 2024-06-30 | $273k | 2.6k | 104.92 |
| 2024-03-31 | $273k | 2.6k | 104.59 |
| 2023-12-31 | $263k | 2.5k | 105.08 |
| 2023-09-30 | $269k | 2.6k | 103.20 |
| 2022-12-31 | $113k | 1.1k | 104.74 |
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