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

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

Historical chart of McNaughton 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 McNaughton 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 McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 106.19
2024-06-30 $1.3M 12k 104.55
2024-03-31 $1.2M 12k 104.73
2023-12-31 $1.4M 14k 105.43
2023-09-30 $1.3M 13k 102.86
2023-06-30 $1.5M 14k 104.04
2023-03-31 $1.4M 13k 104.68
2022-12-31 $1.6M 15k 104.27
2022-09-30 $1.3M 13k 102.62
2022-06-30 $1.7M 16k 104.70
2022-03-31 $1.7M 16k 104.63
2021-12-31 $1.2M 11k 107.10
2021-09-30 $850k 7.9k 107.51
2021-06-30 $820k 7.6k 107.82
2021-03-31 $801k 7.4k 107.86
2020-12-31 $609k 5.6k 108.17
2020-09-30 $609k 5.6k 108.17
2020-06-30 $668k 6.2k 107.86
2020-03-31 $633k 6.0k 106.33
2019-12-31 $638k 6.0k 106.71

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Ssga Us Smal Etf (SMLV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Inf Tech Etf (VGT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for McNaughton Wealth Management

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