Bernard Wealth Management Corp. Ishares Short Term National Mu Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 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 550 shares of SUB stock, worth $58,630. This represents 0.03% of its overall portfolio holdings.
Number of Shares
550
Previous 4,737
88.39%
Holding current value
$58,630
Previous $500 Million
88.31%
% of portfolio
0.03%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
943Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$701 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$562 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$352 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.13MShares$334 Million1.03% of portfolio