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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.0k 113 53.10
2022-03-31 $317k 6.4k 49.61
2021-09-30 $2.2M 45k 50.13
2021-06-30 $2.4M 49k 50.16
2020-12-31 $2.7M 53k 50.13
2020-09-30 $2.6M 51k 50.17
2020-06-30 $2.8M 55k 49.99
2020-03-31 $8.1M 169k 47.80
2019-12-31 $7.8M 152k 51.43

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

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

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

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