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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 35k 106.78
2025-06-30 $3.4M 32k 106.34
2025-03-31 $3.3M 32k 105.60
2024-12-31 $3.1M 30k 105.48
2024-09-30 $2.9M 27k 106.19
2024-06-30 $3.2M 30k 104.55
2024-03-31 $3.1M 30k 104.73
2023-12-31 $3.1M 29k 105.43
2023-09-30 $3.1M 30k 102.86
2023-06-30 $3.6M 34k 104.04
2023-03-31 $3.5M 33k 104.68
2022-12-31 $3.1M 36k 87.19
2022-09-30 $3.7M 36k 102.65
2022-06-30 $3.9M 39k 99.97
2022-03-31 $4.5M 39k 117.16
2021-12-31 $4.1M 39k 107.37
2021-09-30 $4.0M 38k 107.57
2021-06-30 $3.9M 36k 107.82
2021-03-31 $3.5M 33k 107.83
2020-12-31 $3.0M 28k 108.10

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Avantis Us Mid C (AVMV)

View all positions for Prosperity Planning

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