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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
2025-09-30 $10M 96k 106.78
2025-06-30 $10M 98k 106.34
2025-03-31 $6.8M 65k 105.60
2024-12-31 $3.7M 35k 105.48
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 Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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