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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
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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

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