Beacon Financial Advisory »

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

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

Historical chart of Beacon Financial 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 Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $414k 8.1k 51.28
2025-06-30 $237k 4.6k 51.11
2020-03-31 $241k 5.0k 48.48
2019-12-31 $238k 4.8k 50.04

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

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