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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon 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 Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 25k 106.19
2024-06-30 $2.6M 25k 104.57
2024-03-31 $2.7M 26k 104.73
2023-12-31 $2.8M 27k 105.43
2023-09-30 $1.8M 18k 102.86
2023-06-30 $1.0M 9.9k 104.04
2023-03-31 $1.0M 9.8k 104.69
2022-12-31 $973k 9.3k 104.27
2022-09-30 $1.2M 11k 102.66
2022-06-30 $1.2M 12k 104.69
2022-03-31 $1.3M 12k 104.60
2021-12-31 $802k 7.5k 107.41
2021-09-30 $1.5M 14k 107.53
2021-06-30 $1.4M 13k 107.81
2021-03-31 $1.4M 13k 107.85
2020-12-31 $1.5M 14k 108.13
2020-09-30 $1.1M 9.8k 108.08
2020-06-30 $510k 4.7k 107.85
2020-03-31 $322k 3.0k 106.45
2019-12-31 $376k 3.5k 106.85

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Walkner Condon Financial Advisors

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