Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $744k | 15k | 51.24 |
| 2024-06-30 | $1.0M | 20k | 50.33 |
| 2024-03-31 | $1.3M | 26k | 50.46 |
| 2023-12-31 | $1.8M | 35k | 50.52 |
| 2023-09-30 | $8.4M | 167k | 49.89 |
| 2023-06-30 | $349M | 5.7k | 61189.20 |
| 2023-03-31 | $134k | 21k | 6.36 |
| 2022-12-31 | $303M | 6.1M | 49.27 |
| 2022-09-30 | $279M | 5.7M | 49.26 |
| 2022-06-30 | $246M | 5.0M | 49.26 |
| 2021-12-31 | $298k | 6.0k | 50.02 |
| 2021-09-30 | $299k | 79k | 3.77 |
| 2021-06-30 | $483k | 9.6k | 50.21 |
| 2021-03-31 | $488k | 9.7k | 50.19 |
| 2020-12-31 | $312k | 6.2k | 50.19 |
| 2020-09-30 | $311k | 6.2k | 50.03 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $503k | 10k | 48.46 |
| 2019-12-31 | $547k | 11k | 50.21 |
| 2019-06-30 | $234k | 4.7k | 50.30 |
| 2018-12-31 | $218k | 4.4k | 49.89 |
| 2017-12-31 | $433k | 8.6k | 50.12 |
| 2017-09-30 | $452k | 9.0k | 50.33 |
| 2017-06-30 | $554k | 11k | 50.24 |
| 2017-03-31 | $871k | 17k | 50.23 |
| 2016-12-31 | $72M | 1.6M | 43.98 |
| 2016-09-30 | $79M | 1.6M | 50.19 |
| 2016-06-30 | $76M | 1.5M | 50.17 |
| 2016-03-31 | $76M | 1.5M | 50.06 |
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