iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors 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 Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 7.8k | 106.77 |
| 2025-06-30 | $842k | 7.9k | 106.33 |
| 2025-03-31 | $830k | 7.9k | 105.59 |
| 2024-12-31 | $737k | 7.0k | 105.47 |
| 2024-09-30 | $526k | 5.0k | 106.18 |
| 2024-06-30 | $516k | 4.9k | 104.54 |
| 2024-03-31 | $514k | 4.9k | 104.72 |
| 2023-12-31 | $448k | 4.3k | 105.42 |
| 2023-09-30 | $396k | 3.9k | 102.85 |
| 2023-06-30 | $610k | 5.9k | 104.03 |
| 2023-03-31 | $613k | 5.9k | 104.67 |
| 2022-12-31 | $522k | 5.0k | 104.26 |
| 2022-09-30 | $521k | 5.1k | 102.58 |
| 2022-06-30 | $548k | 5.2k | 104.64 |
| 2022-03-31 | $517k | 4.9k | 104.61 |
| 2021-12-31 | $553k | 5.2k | 107.32 |
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