iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Collaborative Wealth Managment 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 Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 3.6k | 106.78 |
| 2025-06-30 | $378k | 3.6k | 106.34 |
| 2025-03-31 | $358k | 3.4k | 105.60 |
| 2024-12-31 | $355k | 3.4k | 105.48 |
| 2024-09-30 | $358k | 3.4k | 106.19 |
| 2024-06-30 | $290k | 2.8k | 104.55 |
| 2024-03-31 | $291k | 2.8k | 104.73 |
| 2022-09-30 | $205k | 2.0k | 102.81 |
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