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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 113k 51.28
2025-06-30 $5.6M 110k 51.10
2025-03-31 $5.6M 110k 50.87
2024-12-31 $5.6M 110k 50.50
2024-09-30 $5.8M 114k 51.24
2024-06-30 $6.3M 125k 50.33
2024-03-31 $7.8M 154k 50.46
2023-12-31 $9.7M 191k 50.52
2023-09-30 $7.3M 147k 49.89
2023-06-30 $8.0M 161k 49.72
2023-03-31 $8.2M 165k 49.60
2022-12-31 $7.8M 158k 49.27
2022-09-30 $7.8M 158k 49.26
2022-06-30 $6.1M 123k 49.26
2022-03-31 $5.6M 113k 49.57
2021-12-31 $2.4M 49k 49.95
2021-09-30 $1.8M 35k 50.13
2021-06-30 $1.6M 31k 50.17
2021-03-31 $1.2M 25k 50.21
2020-12-31 $1.2M 24k 50.17
2020-09-30 $1.2M 24k 50.11
2020-06-30 $1.2M 25k 50.01
2020-03-31 $1.1M 25k 46.61
2019-12-31 $1.2M 23k 50.85
2019-09-30 $769k 15k 50.34
2019-06-30 $467k 9.1k 51.55
2019-03-31 $384k 7.6k 50.23
2018-12-31 $268k 5.4k 49.91

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Microsoft Corporation (MSFT)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

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