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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments 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 W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $830k 7.8k 106.21
2024-06-30 $813k 7.8k 104.57
2024-03-31 $893k 8.5k 104.68
2023-12-31 $1.1M 10k 105.47
2023-09-30 $714k 6.9k 102.91
2023-06-30 $814k 7.8k 104.09
2023-03-31 $815k 7.8k 104.65
2022-12-31 $742k 7.1k 104.80

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Procter & Gamble Company (PG)

View all positions for W.H. Cornerstone Investments

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