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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 26k 104.55
2024-03-31 $2.7M 26k 104.54
2023-12-31 $2.5M 24k 105.43
2023-09-30 $2.4M 24k 102.86

More positions owned by Obsidian Personal Planning Solutions

Ishares Tr Ibonds 27 Trm Ts (IBTH)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Aerospace Def (XAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Obsidian Personal Planning Solutions

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
NISA Investment Advisors
Envestnet Asset Management
Salomon & Ludwin

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