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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
2025-09-30 $426k 4.0k 106.79
2025-06-30 $283k 2.7k 106.34
2025-03-31 $324k 3.1k 105.61
2024-12-31 $271k 2.6k 105.46
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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Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci World Etf (URTH)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Investments & Financial Planning

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