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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth 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 Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 2.4k 106.46

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Expnd Tec Sc Etf (IGM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Journey Beyond Wealth

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
UBS Group
Creative Planning
Sei Investments
Northwestern Mutual Wealth Management Company
Citigroup
Captrust Financial Advisors
Franklin Resources
Ameriprise Financial
LPL Financial
Goldman Sachs Group
Robinhood Asset Management

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF