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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Main Line Retirement Advisors

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Main Line Retirement Advisors from 13F filings

Historical chart of Main Line Retirement Advisors 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 Main Line Retirement Advisors 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 15k 104.55
2024-03-31 $1.6M 15k 104.73
2023-12-31 $1.4M 14k 105.43
2023-06-30 $2.1M 20k 104.04

More positions owned by Main Line Retirement Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Managd Mun Etf (FMB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Toronto Dominion Bk Ont Com New (TD)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Main Line Retirement Advisors

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
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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