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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

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 66k 106.78
2025-06-30 $7.0M 66k 106.34
2025-03-31 $5.1M 48k 105.60
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

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lutz Financial Services

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