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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Life Planning Partners

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

Historical chart of Life Planning 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 Life Planning Partners 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 Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 54k 106.19
2024-06-30 $6.6M 63k 104.55
2024-03-31 $6.9M 66k 104.73
2023-12-31 $7.5M 71k 105.43
2022-09-30 $7.9M 77k 102.66
2022-06-30 $6.2M 58k 105.59
2022-03-31 $5.8M 56k 103.90
2021-12-31 $5.9M 54k 108.23

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Life Planning Partners

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
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company

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