iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.4M | 51k | 105.48 |
| 2024-09-30 | $5.7M | 54k | 106.19 |
| 2024-06-30 | $5.6M | 54k | 104.55 |
| 2024-03-31 | $5.6M | 53k | 104.73 |
| 2023-12-31 | $6.3M | 60k | 105.43 |
| 2023-09-30 | $7.1M | 69k | 102.86 |
| 2023-06-30 | $11M | 107k | 104.04 |
| 2023-03-31 | $13M | 121k | 104.68 |
| 2022-12-31 | $18M | 177k | 104.27 |
| 2022-09-30 | $41M | 398k | 102.66 |
| 2022-06-30 | $39M | 368k | 104.67 |
| 2022-03-31 | $34M | 321k | 104.60 |
| 2021-12-31 | $25M | 236k | 107.37 |
| 2021-09-30 | $23M | 211k | 107.57 |
| 2021-06-30 | $21M | 192k | 107.82 |
| 2021-03-31 | $16M | 152k | 107.82 |
| 2020-12-31 | $8.8M | 81k | 108.11 |
| 2020-09-30 | $3.8M | 35k | 108.10 |
| 2020-06-30 | $1.9M | 18k | 107.83 |
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