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Private Wealth Management Group »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management 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 Private Wealth Management 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 Private Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$5.7M	54k	104.73
2023-12-31	$9.1M	86k	105.43

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Intl Small Cap V (DISV)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Dimensional Etf Trust Us Equity Etf (DFUS)

Dimensional Etf Trust Global Real Est (DFGR)

Ishares Tr National Mun Etf (MUB)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Ishares Tr Shrt Nat Mun Etf (SUB)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Apple (AAPL)

View all positions for Private Wealth Management 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

Captrust Financial Advisors

Tiaa Trust, National Association

Bank Of Montreal

Citigroup

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

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