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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 3.1k 106.19
2024-06-30 $899k 8.6k 104.55
2024-03-31 $724k 6.9k 104.73
2021-12-31 $544k 5.1k 107.40

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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