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

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 35k 104.55
2024-03-31 $3.7M 35k 104.73

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman 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