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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Bridge Generations Wealth Management

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

Historical chart of Bridge Generations 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 Bridge Generations 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 Bridge Generations Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 17k 106.78
2025-06-30 $1.9M 18k 106.34
2025-03-31 $1.9M 18k 105.60
2024-12-31 $1.9M 18k 105.48

More positions owned by Bridge Generations Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Bridge Generations Wealth Management

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

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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