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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Engrave Wealth Partners

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

Historical chart of Engrave Wealth 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 Engrave Wealth 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 Engrave Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 29k 105.43

More positions owned by Engrave Wealth Partners

Exxon Mobil Corporation (XOM)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Chevron Corporation (CVX)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Engrave Wealth Partners

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Life Planning Partners
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors

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