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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 42k 106.19
2024-06-30 $622k 5.9k 104.54
2024-03-31 $1.1M 10k 104.73
2023-12-31 $968k 9.2k 105.43
2023-09-30 $510k 5.0k 102.86
2023-06-30 $700k 6.7k 104.04
2023-03-31 $903k 8.6k 104.68
2022-12-31 $853k 8.2k 104.27
2022-09-30 $1.7M 17k 102.66
2022-06-30 $3.1M 30k 104.67
2022-03-31 $1.6M 15k 104.58
2021-12-31 $352k 3.3k 107.32
2021-09-30 $336k 3.1k 107.45
2021-06-30 $314k 2.9k 107.94
2021-03-31 $635k 5.9k 107.74
2020-12-31 $329k 3.0k 108.19

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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