Berman Capital Advisors »

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

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

Historical chart of Berman 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 Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Berman Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.4M 13k 107.56
2021-06-30 $1.4M 13k 107.79
2021-03-31 $1.4M 13k 107.79
2020-12-31 $1.4M 13k 108.10
2020-09-30 $1.4M 13k 108.10
2020-06-30 $2.1M 20k 107.84

More positions owned by Berman Capital Advisors

Vanguard Large-Cap Index Fund Etf (VV)
iShares Core MSCI EAFE ETF Etf (IEFA)
Vanguard Mid-Cap Index Fund Etf (VO)
iShares Edge MSCI USA Quality Etf (QUAL)
iShares Russell 1000 Growth ETF Etf (IWF)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Total World Stock Index Fund Etf (VT)
Amazon Stock (AMZN)
Vanguard Total International Stock ETF Etf (VXUS)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
Open Lending Corp Com CL A Stock (LPRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Berman Capital 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