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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 3.3k 106.78
2025-06-30 $359k 3.4k 106.34
2025-03-31 $356k 3.4k 105.60
2024-12-31 $462k 4.4k 105.48
2024-09-30 $651k 6.1k 106.19
2024-06-30 $817k 7.8k 104.55
2024-03-31 $891k 8.5k 104.73
2023-12-31 $896k 8.5k 105.43

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage 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