iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7M | 35k | 105.43 |
| 2023-09-30 | $5.6M | 54k | 102.86 |
| 2023-06-30 | $10M | 100k | 104.04 |
| 2023-03-31 | $13M | 127k | 104.45 |
| 2022-12-31 | $13M | 120k | 104.27 |
| 2022-09-30 | $9.6M | 93k | 102.66 |
| 2022-06-30 | $11M | 105k | 104.66 |
| 2022-03-31 | $16M | 152k | 104.60 |
| 2021-12-31 | $17M | 155k | 107.37 |
| 2021-09-30 | $25M | 230k | 107.57 |
| 2021-06-30 | $27M | 250k | 107.82 |
| 2021-03-31 | $32M | 295k | 107.82 |
| 2020-12-31 | $33M | 308k | 108.11 |
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