Burling Wealth Partners »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $289k 2.7k 106.70

More positions owned by Burling Wealth Partners

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Mid-cap Etf Etf (VO)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Blackstone Stock (BX)
Eli Lilly & Co Stock (LLY)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Burling Wealth Partners

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

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

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