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

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

Historical chart of Patten investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

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All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Patten 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 Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 46k 106.78
2025-06-30 $5.0M 47k 106.34
2025-03-31 $5.4M 51k 105.60
2024-12-31 $4.6M 44k 105.48
2024-09-30 $4.2M 40k 106.19
2024-06-30 $3.5M 33k 104.55
2024-03-31 $3.7M 35k 104.73
2023-12-31 $3.9M 37k 105.43
2023-09-30 $2.8M 27k 102.86
2023-06-30 $2.9M 28k 104.04
2023-03-31 $2.9M 28k 104.68
2022-12-31 $2.6M 25k 104.27
2022-09-30 $2.4M 24k 102.92
2022-06-30 $2.2M 21k 104.72
2022-03-31 $2.4M 23k 104.61
2021-12-31 $2.7M 25k 107.35
2021-09-30 $1.6M 15k 107.56
2021-06-30 $1.5M 14k 107.81
2021-03-31 $1.4M 13k 107.80
2020-12-31 $1.2M 11k 108.12
2020-09-30 $552k 5.1k 108.11
2018-03-31 $26k 250 104.00
2017-12-31 $26k 250 104.00
2017-09-30 $26k 250 104.00
2017-06-30 $27k 250 108.00
2017-03-31 $26k 250 104.00
2016-12-31 $26k 250 104.00
2016-09-30 $27k 250 105.83
2016-06-30 $27k 250 106.34
2016-03-31 $27k 250 106.14
2015-12-31 $27k 250 105.95
2015-09-30 $27k 250 105.93
2015-06-30 $26k 250 105.67
2014-12-31 $26k 250 104.00

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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