iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 245k | 106.78 |
| 2025-06-30 | $26M | 244k | 106.34 |
| 2025-03-31 | $22M | 205k | 105.60 |
| 2024-12-31 | $21M | 202k | 105.48 |
| 2024-09-30 | $21M | 200k | 106.19 |
| 2024-06-30 | $20M | 192k | 104.55 |
| 2024-03-31 | $13M | 119k | 104.73 |
| 2023-12-31 | $13M | 119k | 105.43 |
| 2023-09-30 | $5.1M | 56k | 91.35 |
| 2023-06-30 | $13M | 121k | 104.04 |
| 2023-03-31 | $15M | 142k | 104.68 |
| 2022-12-31 | $17M | 158k | 104.27 |
| 2022-09-30 | $13M | 128k | 102.66 |
| 2022-06-30 | $15M | 141k | 104.67 |
| 2022-03-31 | $12M | 112k | 104.60 |
| 2021-12-31 | $12M | 109k | 107.37 |
| 2021-09-30 | $11M | 104k | 107.57 |
| 2021-06-30 | $11M | 101k | 107.82 |
| 2021-03-31 | $11M | 104k | 107.82 |
| 2020-12-31 | $11M | 106k | 108.11 |
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