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Ishares Morningstar shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $380k 18k 20.66

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Ishares Morningstar

Morgan Stanley
Bank of America Corporation
Kestra Advisory Services
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Perigon Wealth Management
Win Advisors
Mycio Wealth Partners
Kovack Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
D.A. Davidson & Co.
Cambridge Investment Research Advisors
First Heartland Consultants

View all funds holding Ishares Morningstar