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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 15k | 106.78 |
| 2025-06-30 | $1.9M | 18k | 106.34 |
| 2025-03-31 | $2.0M | 19k | 105.60 |
| 2024-12-31 | $2.1M | 20k | 105.48 |
| 2024-09-30 | $1.5M | 14k | 106.19 |
| 2024-06-30 | $1.5M | 14k | 105.28 |
| 2024-03-31 | $1.7M | 16k | 105.43 |
| 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 |
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