Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock 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 Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 43k | 51.18 |
| 2025-06-30 | $2.2M | 43k | 50.99 |
| 2025-03-31 | $2.1M | 41k | 50.72 |
| 2024-12-31 | $2.3M | 45k | 50.60 |
| 2024-09-30 | $2.4M | 46k | 50.83 |
| 2024-06-30 | $2.3M | 45k | 50.09 |
| 2024-03-31 | $2.3M | 45k | 49.93 |
| 2023-12-31 | $2.2M | 44k | 50.44 |
| 2023-09-30 | $2.2M | 44k | 49.76 |
| 2023-06-30 | $2.2M | 44k | 49.56 |
| 2023-03-31 | $767k | 16k | 49.57 |
| 2022-12-31 | $763k | 15k | 49.55 |
| 2022-09-30 | $904k | 18k | 49.15 |
| 2022-06-30 | $906k | 18k | 49.17 |
| 2022-03-31 | $912k | 18k | 49.52 |
| 2021-12-31 | $919k | 18k | 49.94 |
| 2021-09-30 | $755k | 15k | 50.02 |
| 2021-06-30 | $706k | 14k | 50.12 |
| 2021-03-31 | $431k | 8.6k | 50.23 |
| 2019-06-30 | $231k | 4.6k | 50.72 |
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