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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Lyell Wealth Management

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

Historical chart of Lyell Wealth Management 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 Lyell Wealth Management 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 Lyell Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 2.0k 105.43
2023-09-30 $206k 2.0k 102.86
2023-06-30 $208k 2.0k 104.04
2022-09-30 $223k 2.2k 102.53
2022-06-30 $228k 2.2k 104.83

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Meta Platforms Inc Cl A Stock (META)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Costco Whsl Corp Stock (COST)
Intuit Stock (INTU)
Servicenow Stock (NOW)
Salesforce Stock (CRM)
Jpmorgan Chase & Co Stock (JPM)
D R Horton Stock (DHI)
Thermo Fisher Scientific Stock (TMO)

View all positions for Lyell Wealth Management

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

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