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

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.3M 51k 105.48
2024-09-30 $5.3M 50k 106.19
2024-03-31 $5.7M 54k 104.73
2023-12-31 $9.1M 86k 105.43

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Life Planning Partners
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors

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