iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $360k | 3.4k | 105.49 |
| 2024-09-30 | $361k | 3.4k | 106.19 |
| 2024-06-30 | $354k | 3.4k | 104.55 |
| 2024-03-31 | $353k | 3.4k | 104.74 |
| 2023-12-31 | $374k | 3.5k | 105.42 |
| 2023-09-30 | $629k | 6.1k | 102.85 |
| 2023-06-30 | $724k | 7.0k | 104.04 |
| 2023-03-31 | $725k | 6.9k | 104.68 |
| 2022-12-31 | $721k | 6.9k | 104.28 |
| 2022-09-30 | $818k | 8.0k | 102.65 |
| 2022-06-30 | $832k | 8.0k | 104.67 |
Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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