Doyle Wealth Management »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Doyle Wealth Management

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

Historical chart of Doyle Wealth Management 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 Doyle Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Doyle Wealth Management

Quarter filed Position value Share count Share price at filing
2022-09-30 $483k 4.7k 102.72
2022-06-30 $261k 2.5k 104.78
2019-06-30 $34k 319 106.58
2018-12-31 $63k 597 105.53

More positions owned by Doyle Wealth Management

Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Paychex (PAYX)
Costco Wholesale Corporation (COST)
Danaher Corporation (DHR)
Pfizer (PFE)
Pepsi (PEP)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Doyle Wealth Management

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