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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Investments & Financial Planning

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

Historical chart of Investments & Financial Planning 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 Investments & Financial Planning 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 Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 2.7k 106.18
2024-06-30 $282k 2.7k 104.53
2024-03-31 $296k 2.8k 104.73
2023-12-31 $355k 3.4k 105.43
2023-09-30 $355k 3.5k 102.86
2023-06-30 $394k 3.8k 104.05
2023-03-31 $440k 4.2k 104.68
2022-12-31 $473k 4.5k 104.26
2022-06-30 $359k 3.4k 104.76
2022-03-31 $343k 3.3k 104.54
2021-12-31 $360k 3.4k 105.88

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Capital Group Growth Etf Shs Creation Uni (CGGR)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
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Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Investments & Financial Planning

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