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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning 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 Capasso Planning Partners 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 26k 106.19
2024-06-30 $2.1M 20k 104.55
2024-03-31 $2.2M 21k 104.73
2023-12-31 $2.6M 25k 105.43
2023-09-30 $3.0M 29k 102.86
2023-06-30 $3.6M 35k 104.04
2023-03-31 $3.6M 34k 104.68
2022-12-31 $3.7M 35k 104.27
2022-09-30 $3.0M 29k 102.66
2022-06-30 $2.5M 24k 104.67
2022-03-31 $2.0M 19k 104.58
2021-12-31 $1.4M 13k 107.39

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

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