KWMG »

Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 288k 51.28
2025-06-30 $14M 275k 51.10
2025-03-31 $14M 267k 50.87
2024-12-31 $14M 273k 50.50
2024-09-30 $14M 269k 51.24
2024-06-30 $13M 259k 50.33
2024-03-31 $12M 243k 50.46
2023-12-31 $12M 235k 50.52
2023-09-30 $12M 236k 49.89
2023-06-30 $12M 231k 49.72
2023-03-31 $11M 211k 49.60
2022-12-31 $10M 210k 49.27
2022-09-30 $10M 212k 49.26
2022-06-30 $10M 207k 49.26
2022-03-31 $11M 212k 49.57
2021-12-31 $10M 206k 49.95
2021-09-30 $10M 200k 50.14
2021-06-30 $9.9M 198k 50.15
2021-03-31 $9.7M 193k 50.19
2020-12-31 $8.2M 163k 50.17
2020-09-30 $7.9M 157k 50.11
2020-06-30 $7.7M 155k 50.01
2020-03-31 $7.1M 147k 48.49
2019-12-31 $5.3M 106k 50.25
2019-09-30 $4.9M 98k 50.34

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

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