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

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $603k 5.8k 104.92
2024-03-31 $634k 6.1k 104.73
2023-12-31 $1.1M 10k 105.43
2023-09-30 $1.1M 10k 102.83
2023-06-30 $907k 8.7k 104.04
2023-03-31 $860k 8.2k 104.68
2022-12-31 $773k 7.4k 104.27
2022-09-30 $262k 2.6k 102.75
2022-03-31 $201k 1.9k 104.58
2021-12-31 $550k 5.1k 107.36

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View all positions for Peninsula Wealth

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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