Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Financial Strategies »

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

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

Historical chart of Legacy Financial Strategies 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 Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Legacy Financial Strategies

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$401k	3.8k	104.74
2023-12-31	$403k	3.8k	105.42
2023-09-30	$347k	3.3k	103.78
2023-06-30	$478k	4.6k	104.05
2023-03-31	$772k	7.4k	104.68
2022-12-31	$542k	5.2k	104.26

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr Core Div Grwth (DGRO)

Ishares Tr Expnd Tec Sc Etf (IGM)

Ishares Tr Core S&p Scp Etf (IJR)

Vanguard Index Fds Total Stk Mkt (VTI)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr National Mun Etf (MUB)

Apple (AAPL)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Cintas Corporation (CTAS)

Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z