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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $536k 5.1k 105.48
2024-09-30 $541k 5.1k 106.19
2024-03-31 $505k 4.8k 104.73
2023-12-31 $553k 5.2k 105.44
2022-12-31 $5.4M 52k 104.27
2022-09-30 $5.9M 57k 102.67

More positions owned by Icon Wealth Advisors

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Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

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