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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $494k 4.6k 106.78
2025-06-30 $798k 7.5k 106.34
2025-03-31 $752k 7.1k 105.59
2024-12-31 $1.1M 11k 105.48
2024-09-30 $1.1M 11k 106.19
2024-06-30 $1.1M 11k 104.55
2024-03-31 $900k 8.6k 104.73
2023-12-31 $925k 8.8k 105.43
2023-09-30 $2.5M 25k 102.86
2023-06-30 $2.0M 19k 104.04
2023-03-31 $1.7M 16k 104.68
2022-12-31 $1.7M 17k 104.27
2022-09-30 $2.0M 20k 102.68
2022-06-30 $1.5M 15k 104.68
2022-03-31 $1.6M 15k 104.60
2021-12-31 $1.5M 14k 107.35
2021-09-30 $1.8M 17k 107.56
2021-06-30 $1.9M 18k 107.81
2021-03-31 $628k 5.8k 107.87
2020-12-31 $771k 7.1k 108.06
2020-09-30 $679k 6.3k 108.17
2020-06-30 $580k 5.4k 107.77
2020-03-31 $405k 3.8k 106.22
2019-12-31 $410k 3.8k 106.85
2019-09-30 $394k 3.7k 106.66
2019-06-30 $378k 3.5k 106.60
2019-03-31 $373k 3.5k 106.15
2018-12-31 $345k 3.3k 105.38
2018-09-30 $343k 3.3k 104.76
2018-06-30 $344k 3.3k 105.07
2018-03-31 $356k 3.4k 104.80
2017-12-31 $326k 3.1k 104.92

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Emerald Investment Partners

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

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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