iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $433k | 4.1k | 106.19 |
| 2024-06-30 | $415k | 4.0k | 104.55 |
| 2024-03-31 | $441k | 4.2k | 104.73 |
| 2023-12-31 | $597k | 5.7k | 105.43 |
| 2023-09-30 | $616k | 6.0k | 102.86 |
| 2023-06-30 | $624k | 6.0k | 104.04 |
| 2023-03-31 | $642k | 6.1k | 104.68 |
| 2022-12-31 | $574k | 5.5k | 104.28 |
| 2022-09-30 | $629k | 6.1k | 102.64 |
| 2022-06-30 | $572k | 5.5k | 104.74 |
| 2022-03-31 | $1.2M | 12k | 104.64 |
| 2021-12-31 | $1.7M | 15k | 107.38 |
| 2021-09-30 | $1.5M | 14k | 107.58 |
| 2021-06-30 | $1.4M | 13k | 107.80 |
| 2021-03-31 | $1.3M | 12k | 107.85 |
| 2020-12-31 | $1.1M | 10k | 108.09 |
| 2020-09-30 | $963k | 8.9k | 108.08 |
| 2020-06-30 | $646k | 6.0k | 107.90 |
| 2020-03-31 | $313k | 2.9k | 106.14 |
| 2019-12-31 | $1.8M | 17k | 106.78 |
| 2019-09-30 | $1.8M | 17k | 106.54 |
| 2019-06-30 | $1.7M | 16k | 106.59 |
| 2019-03-31 | $1.6M | 16k | 105.79 |
| 2018-12-31 | $1.6M | 15k | 105.39 |
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