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

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

Historical chart of Rockwood 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 Rockwood 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 Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 166k 106.19
2024-06-30 $17M 165k 104.55
2024-03-31 $17M 165k 104.73
2023-12-31 $18M 167k 105.43
2023-09-30 $12M 119k 102.86
2023-06-30 $12M 117k 104.04
2023-03-31 $12M 118k 104.68
2022-12-31 $13M 121k 104.27
2022-09-30 $4.9M 47k 102.66
2022-06-30 $1.6M 15k 104.67
2022-03-31 $277k 2.6k 104.60

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood Wealth Management

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