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

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9M 37k 104.55
2024-03-31 $3.9M 37k 104.73
2023-12-31 $4.1M 39k 105.43
2023-09-30 $4.8M 46k 102.86
2023-06-30 $5.4M 52k 104.04
2023-03-31 $5.5M 53k 104.68
2022-12-31 $5.5M 53k 104.27
2022-09-30 $394k 3.8k 102.47
2022-06-30 $400k 3.8k 104.60
2022-03-31 $400k 3.8k 104.60
2021-12-31 $411k 3.8k 107.48
2021-09-30 $411k 3.8k 107.48
2021-06-30 $43k 400 107.50
2021-03-31 $43k 400 107.50
2020-12-31 $43k 400 107.50
2020-09-30 $43k 400 107.50
2020-06-30 $43k 400 107.50
2020-03-31 $42k 400 105.00
2019-12-31 $43k 400 107.50
2019-09-30 $43k 400 107.50

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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