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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $977k 9.1k 106.77
2025-06-30 $976k 9.2k 106.17
2025-03-31 $986k 9.3k 105.54
2024-12-31 $1.0M 9.8k 105.48
2024-09-30 $1.1M 9.9k 106.17
2024-06-30 $1.4M 13k 104.55
2023-12-31 $521k 4.9k 105.43
2023-09-30 $658k 6.4k 102.86
2023-06-30 $3.0M 29k 103.85
2023-03-31 $2.7M 26k 104.68

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Ft Rising Dividend Uit Exchange Traded (RDVY)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

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

Mercer Global Advisors
Morgan Stanley
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
Envestnet Asset Management
NISA Investment Advisors

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