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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Joel Adams & Associates

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

Historical chart of Joel Adams & Associates 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 Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $850k 8.0k 106.77
2025-06-30 $901k 8.5k 106.34
2025-03-31 $889k 8.4k 105.60
2024-12-31 $885k 8.4k 105.48

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Joel Adams & Associates

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