White Lighthouse Investment Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Total (IXUS)
Ishares Gold Trust Common
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Select Divid Etf (DVY)

View all positions for White Lighthouse Investment Management

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

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