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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Roth Financial Partners

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

Historical chart of Roth Financial Partners 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 Roth Financial Partners 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 Roth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 15k 106.78
2025-06-30 $1.5M 14k 106.34
2025-03-31 $1.0M 9.9k 105.60
2024-12-31 $545k 5.2k 105.48
2024-09-30 $229k 2.2k 106.19
2024-06-30 $232k 2.2k 104.55
2022-09-30 $405k 3.9k 102.61
2022-06-30 $1.2M 11k 104.67

More positions owned by Roth Financial Partners

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Roth Financial Partners

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