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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by GW & Wade

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

Historical chart of GW & Wade investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 20240.5M1M5k10k
Value ($)Share countHistorical SUB position of GW & Wade Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 12k 105.46
2021-12-31 $322k 3.0k 107.33
2021-09-30 $208k 1.9k 107.77
2021-06-30 $208k 1.9k 107.77

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company

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