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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Forteris Wealth Management

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

Historical chart of Forteris Wealth Management 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 Forteris Wealth Management 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 Forteris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $654k 13k 51.10

More positions owned by Forteris Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Eli Lilly & Co. (LLY)

View all positions for Forteris Wealth Management

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

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

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