Pine Harbor Wealth Management »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth 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 Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 51k 106.78
2025-06-30 $3.9M 37k 106.34
2025-03-31 $3.6M 34k 105.60
2024-12-31 $3.5M 34k 105.48
2024-09-30 $2.3M 21k 106.19
2024-06-30 $2.0M 19k 104.55
2024-03-31 $2.1M 20k 104.73
2023-12-31 $1.9M 18k 105.43

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Short Maturity M (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Pine Harbor Wealth 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