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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $394k 3.7k 106.34
2025-03-31 $392k 3.7k 105.60
2024-12-31 $391k 3.7k 105.48
2024-09-30 $394k 3.7k 106.19
2024-06-30 $388k 3.7k 104.55
2024-03-31 $388k 3.7k 104.73
2023-09-30 $381k 3.7k 102.86
2023-06-30 $386k 3.7k 104.04
2023-03-31 $388k 3.7k 104.68
2022-12-31 $387k 3.7k 104.27
2022-09-30 $381k 3.7k 102.78
2022-06-30 $388k 3.7k 104.67
2022-03-31 $730k 7.0k 104.55
2021-12-31 $750k 7.0k 107.42
2021-09-30 $751k 7.0k 107.56
2021-06-30 $628k 5.8k 107.83
2021-03-31 $266k 2.5k 107.69
2020-12-31 $267k 2.5k 108.10
2020-09-30 $283k 2.6k 108.02
2020-06-30 $281k 2.6k 108.33

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

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

Mercer Global Advisors
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
Salomon & Ludwin

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