Walkner Condon Financial Advisors »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 26k 104.73
2023-12-31 $2.8M 27k 105.43
2023-09-30 $1.8M 18k 102.86
2023-06-30 $1.0M 9.9k 104.04
2023-03-31 $1.0M 9.8k 104.69
2022-12-31 $973k 9.3k 104.27
2022-09-30 $1.2M 11k 102.66
2022-06-30 $1.2M 12k 104.69
2022-03-31 $1.3M 12k 104.60
2021-12-31 $802k 7.5k 107.41
2021-09-30 $1.5M 14k 107.53
2021-06-30 $1.4M 13k 107.81
2021-03-31 $1.4M 13k 107.85
2020-12-31 $1.5M 14k 108.13
2020-09-30 $1.1M 9.8k 108.08
2020-06-30 $510k 4.7k 107.85
2020-03-31 $322k 3.0k 106.45
2019-12-31 $376k 3.5k 106.85

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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