iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 44k | 105.43 |
| 2023-09-30 | $3.7M | 36k | 102.86 |
| 2023-06-30 | $3.8M | 37k | 104.04 |
| 2023-03-31 | $4.2M | 41k | 104.68 |
| 2022-12-31 | $5.3M | 51k | 104.27 |
| 2022-09-30 | $5.1M | 50k | 102.67 |
| 2022-06-30 | $10M | 98k | 104.67 |
| 2022-03-31 | $9.0M | 86k | 104.60 |
| 2021-12-31 | $8.0M | 75k | 107.36 |
| 2021-09-30 | $4.7M | 43k | 107.56 |
| 2021-06-30 | $3.6M | 33k | 107.81 |
| 2021-03-31 | $2.4M | 22k | 107.82 |
| 2020-12-31 | $1.9M | 18k | 108.11 |
| 2020-09-30 | $2.5M | 23k | 108.11 |
| 2020-06-30 | $2.4M | 22k | 107.86 |
| 2020-03-31 | $3.0M | 29k | 106.29 |
| 2019-12-31 | $1.8M | 17k | 106.78 |
| 2019-09-30 | $532k | 5.0k | 106.63 |
| 2019-06-30 | $383k | 3.6k | 106.45 |
| 2019-03-31 | $377k | 3.6k | 105.99 |
| 2018-12-31 | $316k | 3.0k | 105.33 |
| 2018-09-30 | $314k | 3.0k | 104.67 |
| 2018-06-30 | $315k | 3.0k | 105.00 |
| 2018-03-31 | $315k | 3.0k | 105.00 |
| 2017-12-31 | $400k | 3.8k | 104.99 |
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