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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning 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 OLIO Financial Planning 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 2.1k 105.40
2024-06-30 $221k 2.1k 105.40
2024-03-31 $221k 2.1k 105.40
2023-12-31 $222k 2.1k 105.40
2023-09-30 $246k 2.4k 102.86
2023-06-30 $230k 2.2k 104.04
2023-03-31 $225k 2.1k 104.68

More positions owned by OLIO Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

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