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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 25k 106.19
2024-06-30 $2.7M 25k 104.55
2024-03-31 $4.6M 44k 104.73
2023-12-31 $4.8M 46k 105.43
2023-09-30 $8.8M 86k 102.86
2023-06-30 $9.6M 93k 104.04
2023-03-31 $9.5M 91k 104.68
2022-12-31 $12M 113k 104.27
2022-09-30 $7.9M 77k 102.66
2022-06-30 $8.0M 76k 104.67
2022-03-31 $2.6M 25k 104.59
2021-12-31 $2.5M 23k 107.37
2021-09-30 $2.1M 20k 107.57
2021-03-31 $1.6M 15k 107.82
2020-09-30 $1.6M 15k 108.09
2020-06-30 $2.1M 19k 107.84
2020-03-31 $2.0M 19k 106.26
2019-12-31 $2.1M 20k 106.74
2019-09-30 $2.2M 21k 106.53
2019-06-30 $1.5M 14k 106.52
2019-03-31 $1.3M 13k 105.95
2018-12-31 $2.6M 25k 105.40
2018-09-30 $2.3M 22k 104.73
2018-06-30 $2.4M 23k 105.04
2018-03-31 $3.1M 29k 104.87
2017-12-31 $3.9M 37k 104.86
2017-09-30 $3.3M 32k 105.94
2017-06-30 $3.0M 29k 105.77
2017-03-31 $2.7M 26k 105.56
2016-12-31 $572k 5.5k 104.92

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Life Planning Partners
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors

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