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

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

Historical chart of Pensionmark 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 Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 43k 106.19
2024-06-30 $4.3M 41k 104.55
2023-12-31 $289k 2.7k 105.43
2023-09-30 $482k 4.7k 102.86
2023-06-30 $317k 3.0k 104.04
2022-09-30 $259k 2.5k 102.82

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View all positions for Pensionmark Financial Group

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

Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Sei Investments
Creative Planning
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Jpmorgan Chase & Co
Us Bancorp
Salomon & Ludwin

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