Tilson Financial Group »

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

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

Historical chart of Tilson Financial Group 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 Tilson Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $607k 5.7k 106.78
2025-06-30 $724k 6.8k 106.27
2025-03-31 $711k 6.7k 105.58
2024-12-31 $712k 6.7k 105.50
2024-09-30 $840k 8.0k 104.57
2024-03-31 $830k 7.9k 104.73
2023-12-31 $1.4M 14k 105.40
2023-09-30 $1.6M 15k 102.86
2023-03-31 $2.0M 19k 104.70
2022-12-31 $1.9M 18k 104.26

More positions owned by Tilson Financial Group

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)

View all positions for Tilson Financial Group

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