iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 19k | 104.73 |
| 2023-12-31 | $2.3M | 22k | 105.43 |
| 2023-09-30 | $2.2M | 22k | 102.86 |
| 2023-06-30 | $2.2M | 21k | 104.04 |
| 2023-03-31 | $2.1M | 20k | 104.68 |
| 2022-12-31 | $2.0M | 19k | 104.27 |
| 2022-09-30 | $565k | 5.5k | 102.69 |
| 2022-06-30 | $884k | 8.4k | 104.71 |
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