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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

Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 202402M4M6M8M020k40k60k80k
Value ($)Share countHistorical SUB position of Archetype Wealth Partners Source: stockzoa.comValue ($)Share count

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