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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by White Lighthouse Investment Management

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

Historical chart of White Lighthouse Investment Management 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 Lighthouse Investment Management 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 Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 106.78
2025-06-30 $1.3M 13k 106.34
2025-03-31 $1.3M 13k 105.60
2024-12-31 $1.3M 13k 105.48
2024-09-30 $1.3M 13k 106.19
2024-06-30 $993k 9.5k 104.55
2024-03-31 $995k 9.5k 104.73
2023-12-31 $1.0M 9.5k 105.43
2023-09-30 $977k 9.5k 102.86
2023-06-30 $988k 9.5k 104.04
2023-03-31 $995k 9.5k 104.68
2022-12-31 $991k 9.5k 104.27
2022-09-30 $975k 9.5k 102.63
2022-06-30 $994k 9.5k 104.63
2022-03-31 $994k 9.5k 104.63
2021-12-31 $1.0M 9.5k 107.37
2021-09-30 $1.0M 9.5k 107.58
2021-06-30 $1.0M 9.5k 107.79
2021-03-31 $1.0M 9.5k 107.79
2020-12-31 $1.0M 9.5k 108.11
2020-09-30 $1.0M 9.5k 108.11
2020-06-30 $1.0M 9.5k 107.89
2020-03-31 $1.0M 9.5k 106.32
2019-12-31 $1.0M 9.5k 106.74
2019-09-30 $1.0M 9.5k 106.53
2019-06-30 $1.0M 9.5k 106.53
2019-03-31 $1.0M 9.5k 106.00
2018-12-31 $1.0M 9.5k 105.37
2018-09-30 $995k 9.5k 104.74
2018-06-30 $998k 9.5k 105.05
2018-03-31 $1.0M 9.7k 104.85
2017-12-31 $1.0M 9.7k 104.85

More positions owned by White Lighthouse Investment Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for White Lighthouse Investment Management

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