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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by CVA Family Office

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

Historical chart of CVA Family Office 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 CVA Family Office 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 CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-12-31 $650k 6.2k 105.48
2024-09-30 $281k 2.6k 106.19
2024-06-30 $200k 1.9k 104.55
2024-03-31 $21k 200 104.73
2021-06-30 $125k 1.2k 107.76

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for CVA Family Office

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Life Planning Partners
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Ameriprise Financial

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