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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 32k 104.73
2023-12-31 $5.0M 47k 105.43
2023-09-30 $216k 2.1k 102.86
2023-06-30 $255k 2.5k 104.04
2023-03-31 $257k 2.5k 104.68
2022-12-31 $2.2M 21k 104.27
2022-09-30 $2.6M 25k 102.68
2022-06-30 $3.4M 33k 104.67
2022-03-31 $3.4M 32k 104.61
2021-12-31 $2.9M 27k 107.37
2021-09-30 $2.8M 26k 107.57
2021-06-30 $2.7M 26k 107.81
2021-03-31 $2.7M 25k 107.82
2020-12-31 $2.8M 26k 108.11
2020-09-30 $2.7M 25k 108.11
2020-06-30 $2.3M 21k 107.85
2020-03-31 $1.6M 15k 106.29
2019-12-31 $1.5M 14k 106.75