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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
2024-09-30 $232k 2.2k 104.55
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 Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Acwi Etf (ACWI)
NVIDIA Corporation (NVDA)

View all positions for Roth Financial Partners

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

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

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