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

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $703k 14k 49.86

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First Tr Exchange-traded Vest Laddered (ACYN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Vest Lad Aut Etf
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Iams Wealth Management

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

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

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