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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Private Trust 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 Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 21k 106.78
2025-06-30 $1.8M 17k 106.34
2025-03-31 $1.3M 12k 105.60
2024-12-31 $1.1M 10k 105.48
2024-09-30 $1.1M 10k 106.19
2024-06-30 $1.4M 13k 104.55
2024-03-31 $1.7M 16k 104.73
2023-12-31 $1.9M 18k 105.43
2023-09-30 $3.0M 30k 102.86
2023-06-30 $2.5M 24k 104.04
2023-03-31 $4.4M 42k 104.68
2022-12-31 $3.8M 37k 104.28
2022-09-30 $3.0M 29k 102.65
2022-06-30 $1.8M 17k 104.69
2022-03-31 $1.8M 17k 104.58
2021-12-31 $1.8M 17k 107.35
2021-09-30 $1.9M 17k 107.58
2021-06-30 $2.0M 18k 107.81
2021-03-31 $611k 5.7k 107.89
2020-12-31 $612k 5.7k 108.07
2020-09-30 $604k 5.6k 108.01
2020-06-30 $698k 6.5k 107.85
2020-03-31 $352k 3.3k 106.18
2019-12-31 $354k 3.3k 106.79
2019-09-30 $544k 5.1k 106.52
2019-06-30 $896k 8.4k 106.51
2019-03-31 $1.9M 18k 106.00
2018-12-31 $3.7M 35k 105.40
2018-09-30 $4.4M 42k 104.74
2018-06-30 $3.2M 31k 105.02
2018-03-31 $1.8M 18k 104.85
2017-12-31 $1.8M 18k 104.89
2017-09-30 $2.2M 20k 105.97
2017-06-30 $1.8M 17k 105.75
2017-03-31 $3.1M 29k 105.58
2016-12-31 $12M 117k 105.08
2016-09-30 $9.8M 93k 105.99
2016-06-30 $4.7M 44k 106.34
2016-03-31 $5.1M 48k 106.14
2015-12-31 $4.7M 45k 105.96
2015-09-30 $3.3M 31k 105.92
2015-06-30 $1.8M 17k 105.69
2015-03-31 $770k 7.3k 105.84
2014-12-31 $2.0M 19k 105.93
2014-09-30 $1.2M 11k 106.21
2013-12-31 $1.1M 10k 106.18

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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

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

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