Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Evernest Financial Advisors »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Evernest Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.0M	9.5k	106.19
2024-06-30	$948k	9.1k	104.55
2024-03-31	$987k	9.4k	104.59
2023-12-31	$831k	7.9k	105.42

More positions owned by Evernest Financial Advisors

Apple (AAPL)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Microsoft Corporation (MSFT)

Ishares Tr Core S&p500 Etf (IVV)

World Gold Tr Spdr Gld Minis (GLDM)

Ishares Tr Core S&p Mcp Etf (IJH)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Core Msci Eafe (IEFA)

Casey's General Stores (CASY)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Core S&p Scp Etf (IJR)

Wisdomtree Tr Japn Hedge Eqt (DXJ)

Fidelity Covington Trust Fundamental Smal (FFSM)

Wisdomtree Tr Intl Lrgcap Dv (DOL)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z