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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 27k 50.47
2023-12-31 $1.4M 29k 50.51
2023-09-30 $1.8M 35k 49.88
2023-06-30 $1.8M 36k 49.71
2023-03-31 $1.8M 37k 49.60
2022-12-31 $1.4M 28k 49.29
2022-09-30 $1.4M 28k 49.27
2022-06-30 $1.1M 23k 49.26
2022-03-31 $930k 19k 49.55
2021-12-31 $937k 19k 49.93
2021-09-30 $208k 4.1k 50.16
2021-06-30 $208k 4.1k 50.18
2021-03-31 $208k 4.1k 50.21
2020-12-31 $346k 6.9k 50.20
2020-09-30 $600k 12k 50.08
2020-06-30 $599k 12k 50.00
2020-03-31 $581k 12k 48.52
2019-12-31 $484k 9.6k 50.21
2019-09-30 $756k 15k 50.33
2019-06-30 $756k 15k 50.33
2019-03-31 $885k 18k 50.22
2018-12-31 $713k 14k 49.86
2018-09-30 $642k 13k 50.16
2018-06-30 $642k 13k 50.16
2018-03-31 $642k 13k 50.16
2017-12-31 $767k 15k 50.15
2017-09-30 $1.2M 23k 50.31
2017-06-30 $1.2M 23k 50.26
2017-03-31 $969k 19k 50.26
2016-12-31 $575k 12k 50.17

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

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