iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $421k | 4.0k | 106.61 |
| 2025-06-30 | $420k | 4.0k | 106.34 |
| 2025-03-31 | $417k | 4.0k | 105.60 |
| 2024-12-31 | $402k | 3.8k | 105.48 |
| 2024-09-30 | $397k | 3.7k | 106.19 |
| 2024-06-30 | $391k | 3.7k | 104.55 |
| 2024-03-31 | $373k | 3.6k | 104.73 |
| 2023-12-31 | $752k | 7.1k | 105.43 |
| 2023-09-30 | $367k | 3.6k | 102.86 |
| 2023-06-30 | $371k | 3.6k | 104.04 |
| 2023-03-31 | $743k | 7.1k | 104.68 |
| 2022-12-31 | $750k | 7.2k | 104.27 |
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