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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Accurate Wealth Management

Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Pharma Etf (IHE)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Select Sector Spdr Tr Indl (XLI)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
JPMorgan Chase & Co. (JPM)
Listed Fd Tr Opportunistic Tr
Spdr Gold Tr Gold Shs (GLD)

View all positions for Accurate 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
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
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