Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 48k 105.43
2023-09-30 $5.3M 51k 102.86
2023-06-30 $5.4M 52k 104.04
2023-03-31 $5.5M 52k 104.68
2022-12-31 $6.0M 58k 104.27
2022-09-30 $8.1M 79k 102.66
2022-06-30 $9.6M 92k 104.67
2022-03-31 $372k 3.6k 104.49
2021-12-31 $354k 3.3k 107.37
2021-09-30 $305k 2.8k 107.66
2021-06-30 $280k 2.6k 107.69
2021-03-31 $366k 3.4k 107.68
2020-12-31 $478k 4.4k 108.10
2020-09-30 $318k 2.9k 108.16
2020-06-30 $303k 2.8k 107.75
2020-03-31 $273k 2.6k 106.14
2019-09-30 $769k 7.2k 106.48
2019-06-30 $770k 7.2k 106.62
2019-03-31 $642k 6.1k 105.92
2018-12-31 $639k 6.1k 105.43
2018-09-30 $595k 5.7k 104.64
2016-09-30 $1.8M 17k 105.97
2016-06-30 $1.8M 17k 106.33
2016-03-31 $1.8M 17k 106.15
2015-12-31 $1.8M 17k 105.97

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

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