JGP Wealth Management »

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

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

Historical chart of JGP 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 JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $746k 15k 51.24
2024-06-30 $730k 15k 50.33

More positions owned by JGP Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Automatic Data Processing (ADP)
PNC Financial Services (PNC)
Analog Devices (ADI)
Ishares Tr Core Div Grwth (DGRO)
Amgen (AMGN)
Quest Diagnostics Incorporated (DGX)
Tractor Supply Company (TSCO)
Nextera Energy (NEE)
Lennar Corp Cl A (LEN)

View all positions for JGP Wealth Management

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

Bank of America Corporation
Bramshill Investments
Bsc Private Wealth Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
BlackRock
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
Renaissance Technologies
Branch Banking & Trust Company
Cetera Investment Advisers
Donaldson Capital Management
Cambridge Investment Research Advisors

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