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

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 79k 106.78
2025-06-30 $9.3M 88k 106.34
2025-03-31 $7.1M 68k 105.60
2024-06-30 $1.2M 11k 104.55
2024-03-31 $1.1M 11k 104.73
2023-12-31 $1.2M 11k 105.43
2023-09-30 $1.2M 11k 102.86
2023-06-30 $1.3M 13k 104.04
2023-03-31 $1.4M 13k 104.68
2022-12-31 $1.8M 17k 104.27
2022-06-30 $3.0M 29k 104.68
2022-03-31 $3.1M 29k 104.59
2021-12-31 $2.0M 19k 107.36
2021-09-30 $2.0M 19k 107.60
2021-06-30 $5.0M 46k 107.83
2021-03-31 $4.5M 42k 107.83
2020-12-31 $7.8M 72k 108.11
2020-09-30 $10M 95k 108.10
2020-06-30 $24M 218k 107.86
2019-12-31 $39M 362k 106.78
2019-09-30 $30M 279k 106.54
2019-06-30 $24M 228k 106.55
2019-03-31 $26M 245k 106.00
2018-12-31 $26M 242k 105.40
2018-09-30 $27M 260k 104.73
2018-06-30 $25M 233k 105.02
2018-03-31 $23M 218k 104.88
2017-12-31 $20M 191k 104.87
2017-09-30 $24M 229k 105.97
2017-06-30 $25M 233k 105.78
2017-03-31 $28M 266k 105.59
2016-12-31 $28M 263k 105.07
2016-09-30 $15M 137k 105.99

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

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