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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Cadia Private Client

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

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 74k 50.66

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Ishares Tr Core S&p Mcp Etf (IJH)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
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Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for Cadia Private Client

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

FMR
Morgan Stanley
Bank of America Corporation
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
UBS Group
Bramshill Investments
BlackRock
Cetera Investment Advisers
Raymond James Financial
Ameriprise Financial
Americana Partners
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors

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