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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens Group 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 Helen Stephens Group 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 Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 52k 106.19
2024-06-30 $6.2M 59k 104.55
2024-03-31 $6.9M 66k 104.73
2023-12-31 $8.0M 76k 105.43
2023-09-30 $8.0M 78k 102.86
2023-06-30 $9.3M 90k 104.04
2023-03-31 $10M 97k 104.68
2022-12-31 $9.9M 95k 104.27
2022-09-30 $10M 99k 102.66
2022-06-30 $9.7M 93k 104.67
2022-03-31 $8.4M 80k 104.60

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Helen Stephens Group

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