iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $477k | 4.5k | 105.36 |
| 2024-09-30 | $543k | 5.1k | 105.87 |
| 2024-06-30 | $628k | 6.0k | 104.56 |
| 2024-03-31 | $1.9M | 18k | 104.73 |
| 2023-12-31 | $1.5M | 14k | 105.43 |
| 2023-09-30 | $714k | 6.9k | 102.86 |
| 2023-06-30 | $585k | 5.6k | 104.05 |
| 2023-03-31 | $464k | 4.4k | 104.68 |
| 2022-12-31 | $453k | 4.3k | 104.29 |
| 2022-09-30 | $496k | 4.8k | 102.54 |
| 2022-06-30 | $593k | 5.7k | 104.55 |
| 2022-03-31 | $586k | 5.5k | 107.29 |
| 2021-12-31 | $586k | 5.5k | 107.29 |
| 2021-09-30 | $612k | 5.7k | 107.52 |
| 2021-06-30 | $610k | 5.7k | 107.77 |
| 2021-03-31 | $1.4M | 13k | 107.80 |
| 2020-12-31 | $1.4M | 13k | 108.10 |
| 2020-09-30 | $1.3M | 12k | 108.04 |
| 2020-06-30 | $282k | 2.6k | 107.80 |
| 2020-03-31 | $706k | 6.6k | 106.25 |
| 2019-12-31 | $878k | 8.2k | 106.72 |
| 2019-09-30 | $871k | 8.2k | 106.48 |
| 2019-06-30 | $967k | 9.1k | 106.52 |
| 2019-03-31 | $926k | 8.7k | 106.00 |
| 2018-12-31 | $890k | 8.4k | 105.39 |
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