EP Wealth Advisors »

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

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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2025-06-30 $156k 3.0k 51.10
2025-03-31 $340k 6.7k 50.87
2024-12-31 $440k 8.7k 50.50
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

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

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

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

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