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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial Advisors 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 106.78
2025-06-30 $1.4M 14k 106.34
2025-03-31 $1.4M 13k 105.60
2024-12-31 $1.3M 12k 105.48
2024-09-30 $1.3M 12k 106.19
2024-06-30 $1.3M 12k 104.55
2024-03-31 $1.3M 12k 104.73

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Short Treasury Bond Etf Etf (SHV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

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