Lokken Investment Group »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 3.6k 106.78

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

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

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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