Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Ishares U S Etf Tr Short Matur sht mat bd etf
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Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 105k | 51.28 |
| 2025-06-30 | $5.1M | 100k | 51.10 |
| 2025-03-31 | $5.5M | 109k | 50.87 |
| 2024-12-31 | $5.9M | 117k | 50.50 |
| 2024-09-30 | $5.7M | 111k | 51.24 |
| 2024-06-30 | $5.6M | 112k | 50.33 |
| 2024-03-31 | $5.8M | 115k | 50.46 |
| 2023-09-30 | $5.8M | 115k | 49.89 |
| 2023-06-30 | $6.5M | 130k | 49.72 |
| 2023-03-31 | $6.3M | 127k | 49.60 |
| 2022-12-31 | $6.7M | 137k | 49.27 |
| 2022-09-30 | $5.8M | 117k | 49.26 |
| 2022-06-30 | $6.2M | 126k | 49.26 |
| 2022-03-31 | $6.3M | 128k | 49.57 |
| 2021-12-31 | $5.3M | 106k | 49.95 |
| 2021-09-30 | $4.2M | 84k | 50.14 |
| 2021-06-30 | $4.0M | 79k | 50.16 |
| 2021-03-31 | $3.8M | 75k | 50.18 |
| 2020-12-31 | $3.9M | 77k | 50.18 |
| 2020-09-30 | $8.1M | 162k | 50.11 |
| 2020-06-30 | $4.1M | 83k | 50.01 |
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