iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Wealth Dimensions Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $216k | 2.0k | 106.19 |
2024-06-30 | $213k | 2.0k | 104.55 |
2024-03-31 | $213k | 2.0k | 104.73 |
2023-12-31 | $215k | 2.0k | 105.43 |
2023-09-30 | $209k | 2.0k | 102.86 |
2023-06-30 | $310k | 3.0k | 104.04 |
2023-03-31 | $247k | 2.4k | 104.68 |
2022-12-31 | $246k | 2.4k | 104.27 |
2022-09-30 | $242k | 2.4k | 102.76 |
2022-06-30 | $246k | 2.4k | 104.46 |
2022-03-31 | $246k | 2.4k | 104.46 |
2021-12-31 | $253k | 2.4k | 107.43 |
2021-09-30 | $253k | 2.4k | 107.43 |
2021-06-30 | $270k | 2.5k | 107.78 |
2021-03-31 | $270k | 2.5k | 107.78 |
2020-12-31 | $271k | 2.5k | 108.18 |
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