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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Wunderlich Capital Managemnt

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

Historical chart of Wunderlich Capital Managemnt 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 Wunderlich Capital Managemnt 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 Wunderlich Capital Managemnt

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 29k 104.55
2024-03-31 $3.0M 28k 104.73
2023-12-31 $3.2M 30k 105.43
2023-09-30 $3.2M 31k 102.86
2023-06-30 $3.3M 32k 104.04
2023-03-31 $3.3M 31k 104.68
2022-12-31 $3.3M 31k 104.25
2022-09-30 $3.1M 30k 102.65
2022-06-30 $3.0M 28k 104.67
2022-03-31 $3.0M 28k 104.59
2021-12-31 $3.1M 28k 107.36
2021-09-30 $3.1M 28k 107.58
2021-06-30 $3.1M 29k 107.83
2021-03-31 $3.1M 29k 107.82
2020-12-31 $3.1M 29k 108.10
2020-09-30 $3.0M 28k 108.11
2020-06-30 $2.7M 25k 107.85
2020-03-31 $2.7M 25k 106.30
2019-12-31 $2.7M 26k 106.77
2019-09-30 $2.6M 25k 106.55
2019-06-30 $2.6M 24k 106.56
2019-03-31 $2.4M 22k 105.98
2018-12-31 $2.3M 22k 105.40
2018-09-30 $2.3M 22k 104.75
2018-06-30 $2.2M 21k 105.01
2018-03-31 $2.2M 21k 104.88
2017-12-31 $2.2M 21k 104.89
2017-09-30 $2.1M 20k 105.97
2017-06-30 $2.1M 20k 105.76
2017-03-31 $2.1M 20k 105.57
2016-12-31 $2.1M 20k 105.09
2016-09-30 $2.2M 21k 106.01
2016-06-30 $2.2M 20k 106.36
2016-03-31 $2.0M 19k 106.15
2015-12-31 $2.0M 19k 105.96
2015-09-30 $1.9M 18k 105.94
2015-06-30 $1.8M 17k 105.66
2015-03-31 $1.8M 17k 105.82
2014-12-31 $1.9M 18k 106.17
2014-09-30 $1.7M 16k 105.69
2014-06-30 $1.4M 13k 106.41
2014-03-31 $1.3M 13k 106.54
2013-12-31 $1.3M 12k 106.32

More positions owned by Wunderlich Capital Managemnt

JP Morgan Ultra-Short Income ETF ExchangeTraded Fund (JPST)
Google
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Facebook Inc cl a (META)
Ishares 7-10 Year Treasury ExchangeTraded Fund (IEF)
Vanguard MBS ExchangeTraded Fund (VMBS)
Applied Materials (AMAT)
Vanguard Total Bond Market ExchangeTraded Fund (BND)
Vanguard Short Term Coporate ExchangeTraded Fund (VCSH)
Quanta Services (PWR)
priceline.com Incorporated
JPMorgan Chase & Co. (JPM)

View all positions for Wunderlich Capital Managemnt

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