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

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

Historical chart of Seaside 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 Seaside 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 Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 17k 104.73
2023-12-31 $2.0M 19k 105.43
2023-09-30 $5.5M 54k 102.86
2023-06-30 $5.4M 52k 104.04
2023-03-31 $5.2M 49k 104.65
2022-12-31 $5.0M 48k 104.27
2022-09-30 $5.0M 49k 102.58
2022-06-30 $3.5M 33k 105.36

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Seaside Wealth Management

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
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