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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 16k 104.73
2023-12-31 $1.9M 18k 105.43
2023-09-30 $3.0M 30k 102.86
2023-06-30 $2.5M 24k 104.04
2023-03-31 $4.4M 42k 104.68
2022-12-31 $3.8M 37k 104.28
2022-09-30 $3.0M 29k 102.65
2022-06-30 $1.8M 17k 104.69
2022-03-31 $1.8M 17k 104.58
2021-12-31 $1.8M 17k 107.35
2021-09-30 $1.9M 17k 107.58
2021-06-30 $2.0M 18k 107.81
2021-03-31 $611k 5.7k 107.89
2020-12-31 $612k 5.7k 108.07
2020-09-30 $604k 5.6k 108.01
2020-06-30 $698k 6.5k 107.85
2020-03-31 $352k 3.3k 106.18
2019-12-31 $354k 3.3k 106.79
2019-09-30 $544k 5.1k 106.52
2019-06-30 $896k 8.4k 106.51
2019-03-31 $1.9M 18k 106.00
2018-12-31 $3.7M 35k 105.40
2018-09-30 $4.4M 42k 104.74
2018-06-30 $3.2M 31k 105.02
2018-03-31 $1.8M 18k 104.85
2017-12-31 $1.8M 18k 104.89
2017-09-30 $2.2M 20k 105.97
2017-06-30 $1.8M 17k 105.75
2017-03-31 $3.1M 29k 105.58
2016-12-31 $12M 117k 105.08
2016-09-30 $9.8M 93k 105.99
2016-06-30 $4.7M 44k 106.34
2016-03-31 $5.1M 48k 106.14
2015-12-31 $4.7M 45k 105.96
2015-09-30 $3.3M 31k 105.92
2015-06-30 $1.8M 17k 105.69
2015-03-31 $770k 7.3k 105.84
2014-12-31 $2.0M 19k 105.93
2014-09-30 $1.2M 11k 106.21
2013-12-31 $1.1M 10k 106.18

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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