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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth 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 Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 16k 106.70

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View all positions for Ballast Rock Private Wealth

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

Mercer Global Advisors
Bank of New York Mellon
Creative Planning
Sei Investments
The Allstate Corporation
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Franklin Resources
Captrust Financial Advisors
UBS Group
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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