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
2025-09-30 $540k 5.1k 106.77
2025-06-30 $453k 4.3k 106.33
2025-03-31 $450k 4.3k 105.59
2024-12-31 $384k 3.6k 105.48
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 $346k 3.2k 107.91
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 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Global Tech Etf (IXN)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Flagship Private Wealth

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF