Brewster Financial Planning »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Brewster Financial Planning

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

Historical chart of Brewster Financial Planning 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 Brewster Financial Planning 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 Brewster Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $470k 4.4k 106.19
2024-06-30 $201k 1.9k 104.55

More positions owned by Brewster Financial Planning

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Cohen Steer Reit (ICF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Aware Msci (ESML)

View all positions for Brewster Financial Planning

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