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

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

Historical chart of Northeast 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 Northeast 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 Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 45k 104.73
2023-12-31 $3.8M 36k 105.43
2023-09-30 $1.6M 16k 102.86
2023-06-30 $1.4M 14k 104.04
2023-03-31 $1.0M 9.8k 104.96
2022-12-31 $995k 9.5k 104.27

More positions owned by Northeast Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Broad Usd High (USHY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Northeast Financial Group

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

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Sei Investments
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors

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