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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

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 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
2024-09-30 $7.7M 151k 51.24
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)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Healthcare (XLV)

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
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
Renaissance Technologies
Branch Banking & Trust Company
Cetera Investment Advisers
Donaldson Capital Management
Cambridge Investment Research Advisors

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