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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 2.9k 106.78
2025-06-30 $395k 3.7k 106.34
2025-03-31 $333k 3.2k 105.60
2024-12-31 $208k 2.0k 105.48
2023-12-31 $202k 1.9k 105.43
2018-03-31 $52k 500 104.00
2017-12-31 $52k 500 104.00
2016-03-31 $212k 2.0k 106.00
2015-12-31 $244k 2.3k 106.09
2015-09-30 $267k 2.5k 105.74

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
At&t (T)

View all positions for Northern Oak Capital Management

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