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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors 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 West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $152k 1.4k 105.43
2023-09-30 $978k 9.5k 102.86
2023-06-30 $13M 122k 104.04
2023-03-31 $14M 131k 104.68
2022-12-31 $14M 135k 104.27
2022-09-30 $15M 146k 102.66
2022-06-30 $23M 218k 104.67
2022-03-31 $20M 186k 104.60
2021-12-31 $20M 191k 107.37
2021-09-30 $11M 106k 107.57
2021-06-30 $11M 98k 107.82
2021-03-31 $7.0M 65k 107.81
2020-12-31 $4.5M 42k 108.10

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West Financial Advisors

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

Mercer Global Advisors
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
NISA Investment Advisors
Envestnet Asset Management
Salomon & Ludwin

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