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

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

Historical chart of Brown 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 Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 114k 106.19
2024-06-30 $14M 131k 104.55
2024-03-31 $13M 125k 104.73
2023-12-31 $12M 118k 105.43
2023-09-30 $7.6M 74k 102.86
2023-06-30 $8.4M 81k 104.04

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

View all positions for Brown Wealth Management

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Life Planning Partners
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors

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