Rockbridge Investment Management, LCC »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 106.19
2024-06-30 $1.4M 13k 104.55
2024-03-31 $1.4M 13k 104.73
2023-12-31 $1.4M 13k 105.43
2023-09-30 $1.4M 13k 102.86
2023-06-30 $1.4M 13k 104.04
2023-03-31 $1.5M 14k 104.68
2022-12-31 $1.5M 14k 104.27
2022-09-30 $1.3M 13k 102.66
2022-06-30 $471k 4.5k 104.67
2022-03-31 $526k 5.0k 104.46
2021-12-31 $514k 4.8k 107.35
2021-09-30 $506k 4.7k 107.52
2021-06-30 $505k 4.7k 107.79
2021-03-31 $490k 4.5k 107.91
2020-12-31 $468k 4.3k 108.11
2020-09-30 $466k 4.3k 108.00
2020-06-30 $462k 4.3k 107.87

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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