KFA Private Wealth Group »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $818k 7.7k 106.20
2024-06-30 $595k 5.7k 104.54
2024-03-31 $450k 4.3k 104.72
2023-12-31 $383k 3.6k 105.44
2023-09-30 $372k 3.6k 102.86
2023-06-30 $316k 3.0k 104.04
2023-03-31 $317k 3.0k 104.67
2022-12-31 $315k 3.0k 104.28

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for KFA Private Wealth Group

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