Global Wealth Strategies & Associates »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 214 106.50

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Gold Trust Etf (IAU)
Schwab U.s. Small-cap Etf Etf (SCHA)
Fidelity Investment Grade Securitized Etf Etf (FSEC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Pacific Etf Etf (VPL)
Barings Corporate Invs Cef (MCI)
Ishares Semiconductor Etf Etf (SOXX)

View all positions for Global Wealth Strategies & Associates

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

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
UBS Group
Creative Planning
Sei Investments
Northwestern Mutual Wealth Management Company
Citigroup
Franklin Resources
Captrust Financial Advisors
Ameriprise Financial
The Allstate Corporation
LPL Financial
Mariner Wealth Advisors

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