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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Beaird Harris Wealth Management

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

Historical chart of Beaird Harris Wealth Management 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 Beaird Harris Wealth Management 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 Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 21k 106.19
2024-06-30 $2.1M 20k 104.55
2024-03-31 $2.3M 22k 104.73
2023-12-31 $2.5M 24k 105.43
2023-09-30 $3.2M 31k 102.86
2023-06-30 $2.8M 27k 104.04
2023-03-31 $1.8M 17k 104.68
2022-12-31 $254k 2.4k 104.27

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Beaird Harris Wealth Management

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