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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 85k 106.78
2019-12-31 $684k 6.4k 106.72
2019-09-30 $783k 7.4k 106.49
2019-06-30 $778k 7.3k 106.58
2019-03-31 $457k 4.3k 105.89
2018-12-31 $276k 2.6k 105.22

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

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