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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management 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 Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 74k 106.78
2025-06-30 $6.9M 65k 106.34
2025-03-31 $5.9M 56k 105.60
2024-12-31 $5.1M 48k 105.48
2024-09-30 $4.5M 42k 106.19
2024-06-30 $4.4M 42k 104.55
2024-03-31 $3.7M 35k 104.73
2023-09-30 $12M 119k 102.86
2023-06-30 $12M 116k 104.04
2023-03-31 $15M 146k 104.67
2022-12-31 $18M 191k 95.78
2022-09-30 $16M 158k 102.66
2022-06-30 $15M 146k 104.67
2022-03-31 $11M 104k 104.60
2021-12-31 $6.7M 62k 107.38
2021-09-30 $3.1M 29k 107.56
2021-06-30 $1.8M 16k 107.83
2021-03-31 $1.8M 16k 107.87
2020-12-31 $2.0M 19k 108.12
2020-09-30 $1.7M 16k 108.09
2020-06-30 $1.8M 16k 107.87
2020-03-31 $1.9M 18k 106.31
2019-12-31 $1.5M 15k 106.75
2019-09-30 $1.4M 13k 106.55
2019-06-30 $1.0M 9.5k 106.55
2019-03-31 $128k 18k 7.06
2018-12-31 $330k 3.1k 105.36

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

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