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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 65k 106.50
2025-12-31 $1.6M 15k 106.70
2025-09-30 $883k 8.3k 106.78
2025-06-30 $1.3M 13k 106.34
2025-03-31 $1.3M 13k 105.60
2024-12-31 $1.6M 15k 105.48
2024-09-30 $952k 9.0k 106.19
2024-06-30 $995k 9.5k 104.55
2024-03-31 $815k 7.8k 104.74
2023-12-31 $988k 9.4k 105.44
2023-09-30 $974k 9.5k 102.85
2023-06-30 $986k 9.5k 104.04
2023-03-31 $481k 4.6k 104.68
2022-12-31 $490k 4.7k 104.28
2022-09-30 $636k 6.2k 102.66
2020-03-31 $202k 1.9k 106.33
2019-03-31 $289k 2.7k 106.01
2018-12-31 $287k 2.7k 105.40

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View all positions for Summit Financial

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

Bank of America Corporation
Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
UBS Group
Creative Planning
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Northwestern Mutual Wealth Management Company
Citigroup
Franklin Resources
Captrust Financial Advisors
Ameriprise Financial
The Allstate Corporation
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Mariner Wealth Advisors

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