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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 271k 106.78
2025-06-30 $27M 255k 106.34
2025-03-31 $25M 239k 105.60
2024-12-31 $25M 234k 105.48
2024-09-30 $23M 213k 106.19
2024-06-30 $21M 199k 104.55
2024-03-31 $20M 191k 104.73
2023-12-31 $20M 188k 105.43
2023-09-30 $21M 206k 102.86
2023-06-30 $21M 198k 104.04
2023-03-31 $18M 167k 104.68
2022-12-31 $14M 134k 104.27
2022-09-30 $14M 137k 102.66
2022-06-30 $8.6M 82k 104.67
2022-03-31 $6.3M 60k 104.59
2021-12-31 $919k 8.6k 107.40

More positions owned by RMR Wealth Builders

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

View all positions for RMR Wealth Builders

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