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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Baron Financial Group

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

Historical chart of Baron Financial 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 Baron Financial 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 Baron Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 39k 106.19
2024-06-30 $4.2M 40k 104.55
2024-03-31 $4.5M 43k 104.73
2023-12-31 $4.6M 43k 105.43
2023-09-30 $5.5M 53k 102.86
2023-06-30 $5.9M 57k 104.04
2023-03-31 $6.3M 61k 104.68
2022-12-31 $6.5M 63k 104.27
2022-09-30 $6.8M 66k 102.67
2022-06-30 $7.4M 70k 104.67
2022-03-31 $7.8M 75k 104.60
2021-12-31 $7.7M 72k 107.37
2021-09-30 $6.6M 61k 107.57
2021-06-30 $5.6M 52k 107.82
2021-03-31 $4.3M 39k 107.82
2020-12-31 $1.2M 11k 108.11
2020-09-30 $228k 2.1k 108.10

More positions owned by Baron Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard World Health Car Etf (VHT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Baron Financial Group

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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