Towerpoint Wealth »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 3.3k 106.19
2024-06-30 $409k 3.9k 104.55
2024-03-31 $475k 4.5k 104.73
2023-12-31 $738k 7.0k 105.43
2023-09-30 $812k 7.9k 102.86
2023-06-30 $891k 8.6k 104.04
2023-03-31 $996k 9.5k 104.68
2022-12-31 $1.0M 10k 104.27

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Iboxx Hi Yd Etf (HYG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)

View all positions for Towerpoint Wealth

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

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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