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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services 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 Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $272k 2.6k 104.56
2024-03-31 $219k 2.1k 104.71

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Mbs Etf (MBB)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated Financial Services

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