Sequent Planning »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Sequent Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $279k 2.6k 106.50

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Sequent Planning

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

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
UBS Group
Creative Planning
Sei Investments
Northwestern Mutual Wealth Management Company
Citigroup
Franklin Resources
Captrust Financial Advisors
Ameriprise Financial
The Allstate Corporation
LPL Financial
Mariner Wealth Advisors

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