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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens 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 Helen Stephens 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 Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 66k 104.73
2023-12-31 $8.0M 76k 105.43
2023-09-30 $8.0M 78k 102.86
2023-06-30 $9.3M 90k 104.04
2023-03-31 $10M 97k 104.68
2022-12-31 $9.9M 95k 104.27
2022-09-30 $10M 99k 102.66
2022-06-30 $9.7M 93k 104.67
2022-03-31 $8.4M 80k 104.60

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Shrt Nat Mun Etf (SUB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Helen Stephens 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