Klingman & Associates »

Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 40k 51.28
2025-06-30 $2.1M 40k 51.10
2025-03-31 $2.2M 43k 50.87
2024-12-31 $2.2M 43k 50.50
2024-09-30 $2.2M 43k 51.24
2024-06-30 $2.2M 43k 50.33
2024-03-31 $2.2M 43k 50.46
2023-12-31 $2.2M 43k 50.52
2023-09-30 $2.2M 43k 49.89
2023-06-30 $2.3M 46k 49.72
2023-03-31 $2.7M 54k 49.60
2022-12-31 $4.5M 91k 49.27
2022-09-30 $7.3M 149k 49.26
2022-06-30 $7.8M 158k 49.26
2022-03-31 $16M 321k 49.57
2021-12-31 $16M 326k 49.95
2021-09-30 $17M 336k 50.14
2021-06-30 $17M 344k 50.17
2021-03-31 $16M 321k 50.19
2020-12-31 $16M 324k 50.17
2020-09-30 $16M 326k 50.11
2020-06-30 $16M 310k 50.01
2020-03-31 $15M 317k 48.49
2019-12-31 $16M 320k 50.25
2019-09-30 $15M 305k 50.34
2019-06-30 $9.4M 187k 50.33
2019-03-31 $15M 306k 50.24
2018-12-31 $15M 306k 49.85
2018-09-30 $15M 294k 50.18
2018-06-30 $13M 261k 50.17
2018-03-31 $18M 350k 50.16
2017-12-31 $16M 317k 50.12
2017-09-30 $13M 257k 50.29
2017-06-30 $8.6M 172k 50.27
2017-03-31 $5.5M 110k 50.25
2016-12-31 $4.8M 96k 50.18
2016-09-30 $4.3M 85k 50.19
2016-06-30 $551k 11k 50.14
2016-03-31 $550k 11k 50.05
2015-12-31 $550k 11k 50.05
2015-09-30 $249k 5.0k 49.90
2015-06-30 $250k 5.0k 50.10
2015-03-31 $100k 2.0k 50.25
2014-12-31 $99k 2.0k 49.75

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

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