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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Ishares U S Etf Tr Short Matur sht mat bd etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr Short Matur sht mat bd etf held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 218 50.46
2023-12-31 $11k 218 50.52
2023-09-30 $39k 788 49.89
2023-06-30 $23k 463 49.72

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Top funds holding Ishares U S Etf Tr Short Matur sht mat bd etf

Bank of America Corporation
Morgan Stanley
Bramshill Investments
Wells Fargo & Company
LPL Financial
Bsc Private Wealth Management
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Branch Banking & Trust Company
Donaldson Capital Management
CI Private Wealth

View all funds holding Ishares U S Etf Tr Short Matur sht mat bd etf