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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

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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
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)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)

View all positions for Klingman & Associates

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

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