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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

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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
2023-12-31	$1.4M	13k	105.43
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

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Ishares Tr Core Msci Eafe (IEFA)

Schwab Strategic Tr Intl Sceqt Etf (SCHC)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

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Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Ishares Core Msci Emkt (IEMG)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

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 New York Mellon

Bank of America Corporation

Mercer Global Advisors

Tiaa Trust, National Association

Jpmorgan Chase & Co

Captrust Financial Advisors

Us Bancorp

Citigroup

Mariner Wealth Advisors

Bank Of Montreal

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

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