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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by White & Co Financial Planning

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

Historical chart of White & Co Financial Planning 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 White & Co Financial Planning 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.3k 106.78
2025-06-30 $240k 2.3k 106.30
2025-03-31 $244k 2.3k 105.49
2024-12-31 $244k 2.3k 105.48

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

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

Mercer Global Advisors
Morgan Stanley
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
Envestnet Asset Management
NISA Investment Advisors

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