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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 14k 105.28
2024-03-31 $1.4M 14k 104.54
2023-12-31 $1.7M 16k 105.43
2023-09-30 $1.7M 17k 102.86
2023-06-30 $2.1M 20k 104.04
2023-03-31 $1.8M 17k 104.68
2022-12-31 $1.3M 13k 104.27
2022-09-30 $898k 8.8k 102.27
2022-06-30 $827k 7.9k 104.64
2022-03-31 $623k 6.0k 104.55
2021-12-31 $251k 2.3k 107.27