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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors 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 Alera Investment Advisors 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 140k 106.19
2024-06-30 $15M 143k 104.55
2024-03-31 $10M 99k 104.73
2023-12-31 $11M 104k 105.43
2023-09-30 $1.8M 18k 102.86
2023-06-30 $3.6M 35k 104.04
2023-03-31 $3.8M 36k 104.68
2022-12-31 $7.8M 75k 104.27
2022-09-30 $16M 157k 102.66
2022-06-30 $13M 128k 104.67
2022-03-31 $3.8M 37k 104.59
2021-12-31 $2.0M 18k 107.39
2021-09-30 $2.1M 2.1k 1000.00
2021-06-30 $2.0M 18k 107.79
2021-03-31 $2.0M 19k 107.80
2020-12-31 $2.0M 19k 108.11
2020-09-30 $2.3M 22k 108.11
2020-06-30 $2.4M 23k 107.85
2020-03-31 $2.5M 23k 109.65
2019-12-31 $2.4M 22k 106.77
2019-09-30 $2.2M 21k 106.54
2019-06-30 $2.2M 21k 106.53
2019-03-31 $2.2M 21k 106.01
2018-12-31 $2.1M 20k 105.38

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Bank of New York Mellon
Creative Planning
Sei Investments
The Allstate Corporation
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Franklin Resources
Captrust Financial Advisors
UBS Group
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF