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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates 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 Stephen J. Garry & Associates 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 Stephen J. Garry & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 3.7k 106.78
2025-06-30 $390k 3.7k 106.34
2025-03-31 $458k 4.3k 105.60
2024-09-30 $1.3M 12k 106.19
2024-06-30 $1.3M 13k 104.55
2024-03-31 $1.3M 13k 104.73
2023-12-31 $1.3M 13k 105.43

More positions owned by Stephen J. Garry & Associates

Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Stephen J. Garry & Associates

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