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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by LeConte Wealth Management

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

Historical chart of LeConte Wealth Management 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 LeConte Wealth Management 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 LeConte Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $849k 8.0k 106.70
2025-09-30 $789k 7.4k 106.78
2025-06-30 $566k 5.3k 106.34

More positions owned by LeConte Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Internl Divid (SCHY)
Invesco Advantage Mun Income Sh Ben Int (VKI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Broad Usd High (USHY)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for LeConte Wealth Management

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

Mercer Global Advisors
Bank of New York Mellon
Creative Planning
Sei Investments
The Allstate Corporation
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Franklin Resources
Captrust Financial Advisors
UBS Group
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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