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

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

Historical chart of Wealth Forward 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 Forward 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 Forward

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 11k 104.54

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Schwab Strategic Tr Fundamental Us S (FNDA)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core 60 Bala Etf (AOR)

View all positions for Wealth Forward

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Bank of New York Mellon
UBS Group
Creative Planning
Sei Investments
Northwestern Mutual Wealth Management Company
Captrust Financial Advisors
Franklin Resources
Ameriprise Financial
LPL Financial
Goldman Sachs Group
Robinhood Asset Management
Envestnet Asset Management
Mariner Wealth Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF