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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 23k 106.21
2024-06-30 $2.5M 24k 104.55
2024-03-31 $2.5M 24k 104.73
2023-12-31 $2.8M 26k 105.43
2023-09-30 $2.2M 21k 102.84
2023-06-30 $3.3M 32k 104.03
2023-03-31 $8.3M 79k 104.68
2022-12-31 $8.3M 79k 104.28
2022-09-30 $253k 2.5k 102.68

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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