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

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

Historical chart of Partners in 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 Partners in 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 Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 98k 106.78
2025-06-30 $9.7M 92k 106.34
2025-03-31 $8.9M 84k 105.60
2024-09-30 $9.2M 86k 106.19
2024-06-30 $8.5M 82k 104.55
2024-03-31 $8.6M 82k 104.73
2023-12-31 $8.4M 80k 105.43
2023-09-30 $8.8M 85k 102.86
2023-06-30 $8.2M 79k 104.04
2023-03-31 $7.4M 70k 104.68
2022-12-31 $7.4M 71k 104.35
2022-09-30 $2.6M 25k 103.73
2022-06-30 $1.1M 11k 104.04

More positions owned by Partners in Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Partners in Financial Planning

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