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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 28k 50.52
2023-09-30 $1.6M 33k 49.89
2023-06-30 $1.6M 33k 49.72
2023-03-31 $1.7M 33k 49.60
2022-12-31 $1.6M 33k 49.27
2022-09-30 $1.6M 33k 49.26
2022-06-30 $1.7M 34k 49.27
2022-03-31 $1.4M 29k 49.57
2021-12-31 $1.7M 34k 49.96
2021-09-30 $1.8M 37k 50.15
2021-06-30 $1.8M 36k 50.14
2021-03-31 $1.8M 36k 50.16
2020-12-31 $1.8M 35k 50.16
2020-09-30 $1.7M 34k 50.11
2020-06-30 $1.6M 31k 50.00
2020-03-31 $1.5M 30k 48.49
2019-12-31 $1.4M 28k 50.26
2019-09-30 $1.5M 29k 50.33
2019-06-30 $1.4M 27k 50.34
2019-03-31 $1.3M 26k 50.23
2018-12-31 $1.3M 26k 49.87
2018-09-30 $921k 18k 50.21

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Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

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

Bank of America Corporation
Wells Fargo & Company
TAP Consulting
Bsc Private Wealth Management
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