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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $732k 14k 51.28
2025-06-30 $776k 15k 51.10
2025-03-31 $783k 15k 50.87
2024-12-31 $815k 16k 50.50
2024-09-30 $913k 18k 51.24
2024-06-30 $958k 19k 50.33
2024-03-31 $1.1M 21k 50.46
2023-12-31 $1.3M 26k 50.52
2023-09-30 $1.3M 26k 49.87
2023-06-30 $1.8M 36k 49.69
2023-03-31 $2.1M 42k 49.50
2022-12-31 $2.3M 46k 49.27
2022-09-30 $3.1M 64k 49.24
2022-06-30 $4.1M 84k 49.26
2022-03-31 $4.8M 97k 49.58
2021-12-31 $4.4M 87k 49.94
2021-09-30 $3.7M 75k 50.14
2021-06-30 $4.6M 93k 50.15
2021-03-31 $11M 227k 50.22
2020-12-31 $11M 227k 50.22
2020-09-30 $14M 269k 50.11
2020-06-30 $4.7M 98k 48.55
2020-03-31 $4.7M 98k 48.55
2019-12-31 $6.1M 121k 50.25
2019-09-30 $7.8M 155k 50.34
2019-06-30 $5.3M 105k 50.33
2019-03-31 $4.6M 92k 50.24
2018-12-31 $13M 254k 49.87
2018-09-30 $12M 235k 50.18
2018-06-30 $12M 247k 50.17
2018-03-31 $10M 207k 50.16
2017-12-31 $8.4M 168k 50.12
2017-09-30 $8.1M 161k 50.29
2017-06-30 $4.2M 84k 50.25

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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

Morgan Stanley
Bsc Private Wealth Management
LPL Financial
Wells Fargo & Company
Bramshill Investments
BlackRock
UBS Group
Cetera Investment Advisers
Raymond James Financial
Ameriprise Financial
Cambridge Investment Research Advisors
Stifel Financial
Envestnet Asset Management
United Services Automobile Association
Royal Bank of Canada

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