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

Liberty Square Wealth Partners »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners 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 Liberty Square Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$388k	3.6k	106.78
2025-06-30	$386k	3.6k	106.34
2025-03-31	$383k	3.6k	105.60
2024-12-31	$374k	3.5k	105.87

More positions owned by Liberty Square Wealth Partners

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

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr Series Trust Portfolio S&p500 (SPLG)

Apple (AAPL)

Ishares Tr Msci Intl Qualty (IQLT)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr High Yld Systm B (HYDB)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Microsoft Corporation (MSFT)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Fidelity Covington Trust Sml Mid Mltfct (FSMD)

Vanguard Index Fds Small Cp Etf (VB)

Schwab Strategic Tr Fundamental Us S (FNDA)

Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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

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