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

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

Historical chart of Journey Strategic 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 Strategic 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 Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 15k 106.19
2024-06-30 $1.4M 14k 104.55
2024-03-31 $1.2M 12k 104.73
2023-12-31 $1.2M 11k 105.44
2023-09-30 $1.1M 11k 102.87
2023-06-30 $1.0M 9.8k 104.03
2023-03-31 $995k 9.5k 104.69
2022-12-31 $1.7M 17k 104.27
2022-09-30 $1.0M 9.8k 102.69

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

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