iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $285k | 2.7k | 104.75 |
| 2023-12-31 | $353k | 3.4k | 105.44 |
| 2023-09-30 | $327k | 3.2k | 102.86 |
| 2023-06-30 | $467k | 4.5k | 104.03 |
| 2023-03-31 | $466k | 4.5k | 104.68 |
| 2022-12-31 | $455k | 4.4k | 104.28 |
| 2022-09-30 | $633k | 6.2k | 102.69 |
| 2022-06-30 | $651k | 6.2k | 104.71 |
| 2022-03-31 | $643k | 6.1k | 104.57 |
| 2021-12-31 | $919k | 8.6k | 107.33 |
| 2021-09-30 | $899k | 8.4k | 107.54 |
| 2021-06-30 | $865k | 8.0k | 107.84 |
| 2021-03-31 | $962k | 8.9k | 107.84 |
| 2020-12-31 | $1.6M | 15k | 108.14 |
| 2020-09-30 | $2.1M | 19k | 108.10 |
| 2020-06-30 | $251k | 2.3k | 107.86 |
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