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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Ishares U S Etf Tr Short Matur sht mat bd etf

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All positions including Ishares U S Etf Tr Short Matur sht mat bd etf held by Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.9M 138k 50.33

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

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

Bank of America Corporation
Bramshill Investments
Bsc Private Wealth Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Envestnet Asset Management
Donaldson Capital Management
Renaissance Technologies
CI Private Wealth

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