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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $554k 11k 50.84

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Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

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

Morgan Stanley
Bsc Private Wealth Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Bramshill Investments
BlackRock
Cetera Investment Advisers
Raymond James Financial
Americana Partners
Ameriprise Financial
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management

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