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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $965k 9.0k 106.80
2025-06-30 $823k 7.7k 106.39
2025-03-31 $653k 6.2k 105.56
2024-12-31 $542k 5.1k 105.53
2024-09-30 $535k 5.0k 106.24
2022-12-31 $593k 5.7k 104.31
2022-09-30 $686k 6.7k 102.62
2022-06-30 $710k 6.8k 104.64
2022-03-31 $710k 6.8k 104.64
2021-12-31 $729k 6.8k 107.44
2021-09-30 $730k 6.8k 107.59
2021-06-30 $732k 6.8k 107.89
2021-03-31 $732k 6.8k 107.89
2020-12-31 $625k 5.8k 108.04
2020-09-30 $760k 7.0k 108.03
2020-06-30 $759k 7.0k 107.89
2020-03-31 $748k 7.0k 106.33
2019-12-31 $751k 7.0k 106.75
2019-09-30 $750k 7.0k 106.61
2019-06-30 $750k 7.0k 106.61
2019-03-31 $746k 7.0k 106.04
2018-12-31 $768k 7.3k 105.42
2018-09-30 $763k 7.3k 104.74
2018-06-30 $765k 7.3k 105.01
2018-03-31 $812k 7.7k 104.84
2017-12-31 $655k 6.2k 104.88
2017-09-30 $729k 6.9k 106.04
2017-06-30 $727k 6.9k 105.75
2017-03-31 $726k 6.9k 105.60
2016-12-31 $722k 6.9k 105.02
2016-09-30 $480k 4.5k 106.08
2016-06-30 $455k 4.3k 106.43
2016-03-31 $403k 3.8k 106.19
2015-12-31 $402k 3.8k 105.93
2015-09-30 $435k 4.1k 105.84
2015-06-30 $434k 4.1k 105.60
2015-03-31 $541k 5.1k 105.87
2014-12-31 $674k 6.4k 105.97

More positions owned by Sonata Capital

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Apple (AAPL)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard High Dividend Yield E Etf (VYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2027 Term C Etf (IBDS)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Spdr S&p 500 Etf Etf (SPY)

View all positions for Sonata Capital

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

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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