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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Legacy Capital Group California

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

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2023-12-31 $926k 18k 50.52
2023-09-30 $985k 20k 49.89

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Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

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

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

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