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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory Group 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 Winthrop Advisory Group 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 2.4k 106.78
2025-06-30 $237k 2.2k 106.35
2024-12-31 $314k 3.0k 105.48
2024-09-30 $301k 2.8k 106.18
2024-06-30 $297k 2.8k 104.54
2024-03-31 $278k 2.7k 104.74
2023-12-31 $280k 2.7k 105.44
2023-09-30 $273k 2.7k 102.87
2023-06-30 $276k 2.7k 104.05
2023-03-31 $414k 4.0k 104.78
2022-12-31 $435k 4.2k 104.29
2022-09-30 $676k 6.6k 102.64
2022-06-30 $2.4M 23k 104.65
2022-03-31 $2.3M 22k 104.59
2021-12-31 $3.0M 28k 107.36
2021-09-30 $2.7M 25k 107.56
2021-06-30 $2.2M 21k 107.74
2021-03-31 $2.3M 21k 107.72
2020-12-31 $2.3M 22k 108.09
2020-09-30 $2.6M 24k 108.01
2020-06-30 $2.6M 24k 107.71
2020-03-31 $2.6M 24k 106.17
2019-12-31 $2.7M 25k 106.77
2019-09-30 $2.5M 23k 106.41
2019-06-30 $1.8M 17k 106.41
2019-03-31 $1.6M 15k 105.86
2018-12-31 $1.4M 13k 105.41
2018-09-30 $809k 7.7k 104.54
2018-06-30 $702k 6.7k 104.95
2018-03-31 $508k 4.9k 104.53
2017-12-31 $409k 3.9k 104.82

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

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