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

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

Historical chart of Presilium Private 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 Presilium Private 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 Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 36k 106.19
2024-06-30 $3.5M 33k 104.55
2024-03-31 $3.6M 35k 104.73
2023-12-31 $3.1M 29k 105.43
2023-09-30 $3.2M 31k 102.86
2023-06-30 $3.3M 32k 104.04
2023-03-31 $3.1M 30k 104.68
2022-12-31 $3.8M 36k 104.27

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

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

Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Sei Investments
Creative Planning
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Jpmorgan Chase & Co
Us Bancorp
Salomon & Ludwin

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