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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
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

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark 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
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
Bank Of Montreal

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