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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
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
SPDR Portfolio Total Stock Market ETF Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Winthrop Advisory Group

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

Bank of New York Mellon
Bank of America Corporation
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Sei Investments
Creative Planning
Jane Street
UBS Group
Franklin Resources
Royal Bank of Canada
Captrust Financial Advisors
Tiaa Trust, National Association
Bank Of Montreal
Citigroup

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