iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Safir Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Safir Wealth Advisors
from 13F filings
Historical chart of Safir Wealth Advisors investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Safir Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 22k | 105.48 |
| 2024-09-30 | $2.2M | 21k | 106.19 |
| 2024-06-30 | $2.1M | 20k | 104.55 |
| 2024-03-31 | $2.1M | 20k | 104.73 |
| 2023-12-31 | $2.2M | 21k | 105.43 |
| 2023-09-30 | $1.9M | 19k | 102.86 |
| 2023-06-30 | $1.8M | 17k | 104.04 |
| 2023-03-31 | $1.5M | 15k | 104.68 |
| 2022-12-31 | $1.1M | 11k | 104.27 |
| 2022-09-30 | $2.0M | 20k | 102.65 |
| 2022-06-30 | $2.1M | 20k | 104.69 |
| 2022-03-31 | $2.6M | 25k | 104.60 |
| 2021-12-31 | $2.5M | 23k | 107.37 |
| 2021-09-30 | $2.3M | 21k | 107.59 |
| 2021-06-30 | $2.1M | 20k | 107.80 |
| 2021-03-31 | $1.5M | 14k | 107.85 |
| 2020-12-31 | $1.5M | 14k | 108.08 |
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