Calton & Associates »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 2.4k 106.80
2025-03-31 $217k 4.1k 53.26
2022-12-31 $358k 3.4k 104.27
2022-03-31 $998k 9.5k 104.57
2021-12-31 $1.0M 9.5k 107.31
2021-09-30 $1.0M 9.5k 107.55
2021-06-30 $1.0M 9.5k 107.72
2021-03-31 $883k 8.2k 107.83
2020-12-31 $839k 7.8k 108.12
2020-09-30 $829k 7.7k 108.13
2020-06-30 $826k 7.7k 107.86
2020-03-31 $387k 3.6k 106.44
2019-12-31 $614k 5.7k 106.88
2019-09-30 $621k 5.8k 106.54
2019-06-30 $494k 4.6k 106.65
2019-03-31 $469k 4.4k 106.11
2018-12-31 $477k 4.5k 105.41
2018-09-30 $468k 4.5k 104.70
2018-06-30 $315k 3.0k 105.25
2018-03-31 $464k 4.4k 104.98
2017-12-31 $496k 4.7k 104.93

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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