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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 2.6k 106.78
2025-06-30 $281k 2.6k 106.34
2025-03-31 $279k 2.6k 105.60
2024-12-31 $18M 170k 105.63
2024-09-30 $277k 2.6k 106.19
2024-06-30 $273k 2.6k 104.55
2024-03-31 $275k 2.6k 105.43
2023-09-30 $269k 2.6k 102.86
2023-06-30 $317k 3.0k 104.04
2022-12-31 $224k 2.2k 102.66

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View all positions for Essential Planning

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