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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 2.6k 106.79
2025-06-30 $276k 2.6k 106.33
2023-06-30 $770k 7.4k 104.04
2023-03-31 $738k 7.0k 104.68
2022-12-31 $731k 7.0k 104.28
2022-09-30 $4.5M 43k 102.64
2022-06-30 $5.0M 48k 104.67
2022-03-31 $4.4M 42k 104.58
2021-12-31 $227k 2.1k 106.97
2021-09-30 $226k 2.1k 107.52
2021-06-30 $231k 2.1k 107.54
2021-03-31 $226k 2.1k 107.52
2020-12-31 $227k 2.1k 107.99
2020-09-30 $227k 2.1k 107.99

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

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

Mercer Global Advisors
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
NISA Investment Advisors
Envestnet Asset Management
Salomon & Ludwin

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