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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Ballentine Capital Advisors

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

Historical chart of Ballentine Capital 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 Ballentine Capital 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 Ballentine Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$495k	4.7k	104.50
2023-12-31	$497k	4.7k	104.94

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Bd Index Fds Intermed Term (BIV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Flexshares Tr Mornstar Usmkt (TILT)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Ishares Tr National Mun Etf (MUB)

View all positions for Ballentine Capital Advisors

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

Bank of New York Mellon

Bank of America Corporation

Envestnet Asset Management

Mercer Global Advisors

Captrust Financial Advisors

Tiaa Trust, National Association

Bank Of Montreal

Citigroup

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

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