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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $472k 4.5k 104.55
2024-03-31 $574k 5.5k 104.73

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

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