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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
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)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Emerald Investment Partners

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