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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Orin Green Financial

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

Historical chart of Orin Green Financial 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 Orin Green Financial 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 Orin Green Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 13k 106.78
2025-06-30 $1.7M 16k 106.34
2025-03-31 $1.9M 18k 105.06
2024-12-31 $2.1M 20k 105.48
2024-09-30 $2.1M 20k 106.19
2024-06-30 $2.0M 19k 104.55
2024-03-31 $1.9M 18k 104.73
2023-12-31 $1.7M 16k 105.43
2023-09-30 $1.6M 16k 102.86
2023-06-30 $1.7M 16k 104.04
2023-03-31 $1.7M 16k 104.68
2022-12-31 $1.7M 16k 104.27
2022-09-30 $1.5M 15k 102.66
2022-06-30 $1.4M 14k 104.71
2022-03-31 $225k 2.2k 104.51
2021-12-31 $228k 2.2k 105.90
2021-09-30 $232k 2.2k 107.76
2021-06-30 $238k 2.2k 107.99
2020-12-31 $233k 2.2k 108.22

More positions owned by Orin Green Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Orin Green Financial

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