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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
2025-09-30 $1.3M 25k 50.73
2025-06-30 $1.4M 28k 51.10
2025-03-31 $8.1M 160k 50.87
2024-12-31 $8.3M 164k 50.50
2024-09-30 $7.7M 151k 51.24
2024-06-30 $6.9M 138k 50.33

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for Forbes Financial Planning

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

Morgan Stanley
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

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