Flagship Private Wealth »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 2.4k 106.19
2024-03-31 $281k 2.7k 104.72
2023-12-31 $499k 4.7k 105.43
2023-09-30 $853k 8.3k 102.86
2023-06-30 $945k 9.1k 104.04
2023-03-31 $997k 9.5k 104.68
2022-12-31 $1.1M 11k 104.27
2022-09-30 $956k 9.3k 102.64
2022-06-30 $937k 9.0k 104.62
2022-03-31 $931k 8.9k 104.60
2021-12-31 $317k 3.0k 107.31
2021-09-30 $301k 2.8k 107.42
2021-06-30 $346M 346k 1000.00
2021-03-31 $359k 3.3k 107.76
2020-12-31 $334k 3.1k 108.22

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Global Tech Etf (IXN)

View all positions for Flagship Private Wealth

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