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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 4.1k 50.66

More positions owned by Lantern Wealth Advisors

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American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Blackstone Group Inc Com Cl A (BX)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Charles Schwab Corporation (SCHW)

View all positions for Lantern Wealth Advisors

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

FMR
Morgan Stanley
Bank of America Corporation
Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
UBS Group
Bramshill Investments
BlackRock
Cetera Investment Advisers
Raymond James Financial
Ameriprise Financial
Americana Partners
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors

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