iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $974k | 9.1k | 106.78 |
| 2025-06-30 | $969k | 9.1k | 106.33 |
| 2025-03-31 | $931k | 8.8k | 105.60 |
| 2024-12-31 | $887k | 8.4k | 105.48 |
| 2024-09-30 | $971k | 9.2k | 105.89 |
| 2024-06-30 | $1.1M | 10k | 105.06 |
| 2024-03-31 | $1.2M | 11k | 104.36 |
| 2023-12-31 | $1.2M | 11k | 104.85 |
| 2023-09-30 | $1.2M | 11k | 102.94 |
| 2023-06-30 | $1.2M | 12k | 103.85 |
| 2023-03-31 | $1.2M | 11k | 104.29 |
| 2022-12-31 | $1.2M | 11k | 105.02 |
| 2022-09-30 | $1.2M | 12k | 102.88 |
| 2022-06-30 | $1.5M | 14k | 105.41 |
| 2022-03-31 | $1.7M | 16k | 103.74 |
| 2021-12-31 | $1.7M | 16k | 107.15 |
| 2021-09-30 | $1.3M | 12k | 107.58 |
| 2021-06-30 | $1.2M | 12k | 108.06 |
| 2021-03-31 | $1.1M | 11k | 107.69 |
| 2020-12-31 | $1.1M | 10k | 107.91 |
| 2020-09-30 | $789k | 7.3k | 107.76 |
| 2020-06-30 | $772k | 7.1k | 108.34 |
| 2020-03-31 | $794k | 7.5k | 106.52 |
| 2019-12-31 | $872k | 8.2k | 106.92 |
| 2019-09-30 | $842k | 7.9k | 106.70 |
Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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