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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
2025-09-30 $5.0M 47k 106.78
2025-06-30 $4.9M 46k 106.34
2025-03-31 $5.0M 48k 105.60
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)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

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