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Ishares Tr shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 15k 57.31
2025-06-30 $813k 15k 53.93
2025-03-31 $708k 15k 46.67
2024-12-31 $754k 15k 49.72
2024-09-30 $744k 15k 49.08
2024-06-30 $706k 15k 46.58

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 Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr