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

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

Historical chart of Sovereign 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 Sovereign 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.5k 106.78

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

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