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Legacy Financial Group »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial 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 Legacy Financial Group 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 Legacy Financial Group

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$5.7M	56k	102.86
2023-06-30	$5.8M	56k	104.04
2023-03-31	$6.2M	59k	104.68
2022-12-31	$7.7M	74k	104.27

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Us Mktwide Value (DFUV)

American Centy Etf Tr Us Eqt Etf (AVUS)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us High Profitab (DUHP)

Apple (AAPL)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Ishares Tr Shrt Nat Mun Etf (SUB)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Legacy Financial Group

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

Bank of New York Mellon

Bank of America Corporation

Mercer Global Advisors

Tiaa Trust, National Association

Jpmorgan Chase & Co

Captrust Financial Advisors

Us Bancorp

Citigroup

Mariner Wealth Advisors

Bank Of Montreal

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

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