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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 4.6k 51.10

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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

Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Bramshill Investments
BlackRock
UBS Group
Cetera Investment Advisers
Raymond James Financial
Ameriprise Financial
Cambridge Investment Research Advisors
Stifel Financial
United Services Automobile Association
Envestnet Asset Management
Royal Bank of Canada
Goss Wealth Management

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