iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13k | 127 | 105.06 |
| 2023-12-31 | $9.5k | 91 | 103.91 |
| 2023-09-30 | $10k | 98 | 103.34 |
| 2023-06-30 | $10k | 96 | 104.07 |
| 2023-03-31 | $8.7k | 83 | 104.28 |
| 2022-12-31 | $9.5k | 91 | 103.91 |
| 2022-09-30 | $827k | 8.1k | 102.67 |
| 2022-06-30 | $1.2M | 12k | 104.67 |
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