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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $129M 1.2M 106.19
2024-06-30 $119M 1.1M 104.55
2024-03-31 $111M 1.1M 104.73
2023-12-31 $98M 925k 105.43
2023-09-30 $88M 855k 102.86
2023-06-30 $83M 800k 104.04
2023-03-31 $76M 724k 104.68
2022-12-31 $100M 960k 104.27
2022-09-30 $77M 753k 102.66
2022-06-30 $73M 698k 104.67
2022-03-31 $44M 424k 104.60
2021-12-31 $47M 434k 107.37
2021-09-30 $53M 493k 107.57
2021-06-30 $38M 352k 107.82
2021-03-31 $28M 261k 107.82
2020-12-31 $21M 195k 108.11
2020-09-30 $11M 99k 107.96
2020-06-30 $7.8M 73k 107.81
2020-03-31 $5.9M 56k 105.72
2019-12-31 $1.8M 17k 106.71
2019-09-30 $1.0M 9.6k 106.49
2019-06-30 $27k 250 108.00
2019-03-31 $26k 250 104.00
2018-12-31 $1.1M 11k 105.41
2018-09-30 $26k 250 104.00
2018-06-30 $25k 238 105.04
2018-03-31 $25k 238 105.04
2017-12-31 $25k 238 105.04
2017-09-30 $30k 285 105.26
2017-06-30 $30k 285 105.26
2016-12-31 $5.0k 50 100.00
2012-09-30 $150k 1.4k 106.38

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company

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