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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Plum Street Advisors

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

Historical chart of Plum Street Advisors 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 Plum Street Advisors 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 7.9k 106.78
2025-06-30 $800k 7.5k 106.34
2025-03-31 $698k 6.6k 105.60
2024-12-31 $737k 7.0k 105.48
2024-09-30 $618k 5.8k 106.19
2024-06-30 $600k 5.7k 104.55
2024-03-31 $618k 5.8k 106.19
2023-12-31 $726k 6.9k 105.43

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ultra Short Dur (ICSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Plum Street Advisors

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