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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 106.78
2025-06-30 $1.2M 11k 106.34
2025-03-31 $1.1M 11k 105.60
2024-12-31 $961k 9.1k 105.48
2024-09-30 $828k 7.8k 106.19
2024-06-30 $815k 7.8k 104.55
2024-03-31 $817k 7.8k 104.73
2023-12-31 $822k 7.8k 105.43
2023-09-30 $802k 7.8k 102.86
2023-06-30 $811k 7.8k 104.04
2023-03-31 $816k 7.8k 104.68
2022-12-31 $813k 7.8k 104.27