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

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

Historical chart of Axis 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 Axis 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 2.0k 106.47
2025-03-31 $296k 2.8k 105.59
2024-12-31 $296k 2.8k 105.48

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Slide Ins Hldgs (SLDE)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Victory Portfolios Ii Core Bd Etf (UITB)
Fidelity Covington Trust High Divid Etf (FDVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust St Str P500val (SPYV)

View all positions for Axis Wealth Partners

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

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
UBS Group
Creative Planning
Sei Investments
Northwestern Mutual Wealth Management Company
Citigroup
Captrust Financial Advisors
Franklin Resources
Ameriprise Financial
LPL Financial
Goldman Sachs Group
Robinhood Asset Management

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