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

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

Historical chart of Private Ocean investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

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All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 37k 104.73
2023-12-31 $4.1M 39k 105.43
2023-09-30 $4.8M 46k 102.86
2023-06-30 $5.4M 52k 104.04
2023-03-31 $5.5M 53k 104.68
2022-12-31 $5.5M 53k 104.27
2022-09-30 $394k 3.8k 102.47
2022-06-30 $400k 3.8k 104.60
2022-03-31 $400k 3.8k 104.60
2021-12-31 $411k 3.8k 107.48
2021-09-30 $411k 3.8k 107.48
2021-06-30 $43k 400 107.50
2021-03-31 $43k 400 107.50
2020-12-31 $43k 400 107.50
2020-09-30 $43k 400 107.50
2020-06-30 $43k 400 107.50
2020-03-31 $42k 400 105.00
2019-12-31 $43k 400 107.50
2019-09-30 $43k 400 107.50

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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