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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 27k 106.19
2024-06-30 $3.0M 28k 104.55
2024-03-31 $2.7M 26k 104.73
2023-12-31 $2.6M 25k 105.43
2023-09-30 $2.6M 26k 102.86
2023-06-30 $2.6M 25k 104.04
2023-03-31 $2.5M 24k 104.68
2022-12-31 $2.3M 22k 104.27
2022-09-30 $678k 6.6k 102.68
2022-06-30 $744k 7.1k 104.70
2022-03-31 $701k 6.7k 104.56
2021-12-31 $720k 6.7k 107.30
2021-09-30 $602k 5.6k 107.65
2021-06-30 $435k 4.0k 107.91
2021-03-31 $385k 3.6k 107.87
2020-12-31 $307k 2.8k 108.17
2020-09-30 $248k 2.3k 108.20

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Lam Research Corporation (LRCX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Wealth Architects

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