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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Capital Directions Investment Advisory

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

Historical chart of Capital Directions Investment Advisory 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 Capital Directions Investment Advisory 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 Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $79k 760 104.27
2022-09-30 $0 0 0.00
2022-06-30 $286k 2.7k 104.69
2022-03-31 $391k 3.7k 104.71
2021-12-31 $320k 3.0k 107.24
2021-09-30 $321k 3.0k 107.57
2021-06-30 $164k 1.5k 107.54
2020-12-31 $167k 1.5k 108.37
2020-09-30 $167k 1.5k 108.23
2020-06-30 $166k 1.5k 107.58
2020-03-31 $161k 1.5k 106.06
2019-12-31 $162k 1.5k 106.72
2019-09-30 $162k 1.5k 106.72
2019-06-30 $162k 1.5k 106.72
2019-03-31 $117k 1.1k 106.36
2018-12-31 $119k 1.1k 105.31
2018-09-30 $176k 1.7k 104.76
2018-06-30 $92k 880 104.55
2018-03-31 $126k 1.2k 104.56
2017-12-31 $1.6M 15k 104.89
2017-09-30 $1.6M 15k 105.95
2017-06-30 $1.6M 15k 105.75
2017-03-31 $1.6M 16k 105.61
2016-12-31 $1.6M 16k 105.10
2016-09-30 $1.6M 16k 106.00
2016-06-30 $1.6M 16k 106.33
2016-03-31 $1.7M 16k 106.17
2015-12-31 $1.8M 17k 105.93
2015-09-30 $1.7M 16k 105.94
2015-06-30 $1.6M 16k 105.67
2015-03-31 $1.7M 16k 105.60
2014-12-31 $1.6M 15k 106.31
2014-09-30 $226k 2.1k 106.25
2014-06-30 $127k 1.2k 106.54
2014-03-31 $127k 1.2k 106.54
2013-12-31 $127k 1.2k 106.54
2013-09-30 $127k 1.2k 106.54
2013-06-30 $315k 3.0k 105.28
2013-03-31 $318k 3.0k 106.28
2012-12-31 $52k 492 105.69
2012-09-30 $53k 492 107.72
2012-06-30 $53k 492 107.72
2012-03-31 $52k 492 105.69
2011-12-31 $53k 492 107.72
2011-09-30 $52k 492 105.69
2011-06-30 $52k 492 105.69
2011-03-31 $52k 492 105.69

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

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