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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 186k 50.52
2023-09-30 $10M 202k 49.89
2023-06-30 $9.2M 185k 49.72
2023-03-31 $5.6M 113k 49.60
2022-12-31 $4.2M 85k 49.27
2022-09-30 $3.5M 72k 49.26
2022-06-30 $3.4M 70k 49.26
2022-03-31 $4.2M 85k 49.57
2021-12-31 $4.2M 84k 49.95
2021-09-30 $4.5M 90k 50.14
2021-06-30 $4.1M 81k 50.17
2021-03-31 $4.1M 82k 50.19
2020-12-31 $4.0M 80k 50.17
2020-09-30 $12M 235k 50.11
2020-06-30 $12M 232k 50.01
2020-03-31 $20M 405k 48.49
2019-12-31 $20M 403k 50.25
2019-09-30 $14M 286k 50.34
2019-06-30 $12M 243k 50.33
2019-03-31 $9.3M 184k 50.24
2018-12-31 $4.7M 94k 49.85
2018-09-30 $4.3M 86k 50.19
2018-06-30 $1.1M 21k 50.19
2018-03-31 $320k 6.4k 50.27
2017-12-31 $451k 9.0k 50.11
2017-09-30 $436k 8.7k 50.32
2017-06-30 $436k 8.7k 50.32
2017-03-31 $320k 6.4k 50.27
2016-12-31 $319k 6.4k 50.22
2016-09-30 $316k 6.3k 50.16
2016-06-30 $324k 6.5k 50.15

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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