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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Capstone Capital Wealth Advisors

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

Historical chart of Capstone Capital Wealth Advisors 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 Capstone Capital Wealth Advisors 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 Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $512k 4.9k 104.73
2023-12-31 $690k 6.5k 105.43

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Terran Orbital Corporation (LLAP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Las Vegas Sands (LVS)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Western Asset Managed Municipals Fnd (MMU)
Chevron Corporation (CVX)

View all positions for Capstone Capital Wealth Advisors

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

Bank of New York Mellon
Bank of America Corporation
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Sei Investments
Creative Planning
Jane Street
UBS Group
Franklin Resources
Royal Bank of Canada
Captrust Financial Advisors
Tiaa Trust, National Association
Bank Of Montreal
Citigroup

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