Bernard Wealth Management Corp. Ishares Short Term National Mu Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 450 shares of SUB stock, worth $47,929. This represents 0.02% of its overall portfolio holdings.
Number of Shares
450
Previous 550
18.18%
Holding current value
$47,929
Previous $58.5 Million
17.84%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio