iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12k | 118 | 105.48 |
| 2024-09-30 | $13k | 118 | 106.19 |
| 2024-06-30 | $65k | 620 | 104.55 |
| 2024-03-31 | $68k | 648 | 104.73 |
| 2023-12-31 | $71k | 677 | 105.43 |
| 2023-03-31 | $360k | 3.4k | 104.67 |
| 2022-12-31 | $376k | 3.6k | 104.28 |
| 2022-09-30 | $375k | 3.7k | 102.60 |
| 2022-06-30 | $382k | 3.7k | 104.54 |
| 2022-03-31 | $386k | 3.7k | 104.52 |
| 2021-12-31 | $617k | 5.7k | 107.44 |
| 2021-09-30 | $397k | 3.7k | 107.53 |
| 2021-06-30 | $398k | 3.7k | 107.80 |
| 2021-03-31 | $376k | 3.5k | 107.77 |
| 2020-12-31 | $414k | 3.8k | 108.09 |
| 2020-09-30 | $414k | 3.8k | 108.09 |
| 2020-06-30 | $413k | 3.8k | 107.83 |
| 2020-03-31 | $418k | 3.9k | 106.31 |
| 2019-12-31 | $1.7M | 16k | 106.81 |
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