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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
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 19k 107.55
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

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)
Ishares Tips Bond Etf Etf (TIP)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 2000 Etf Etf (IWM)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)
Ishares S&p 500 Value Etf Etf (IVE)

View all positions for Alera Investment Advisors

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Sei Investments
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

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