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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Lebenthal Global Advisors

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

Historical chart of Lebenthal Global 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 Lebenthal Global 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 Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 20k 50.66
2023-09-30 $389k 7.8k 49.89
2023-06-30 $418k 8.4k 49.72
2021-09-30 $436k 8.7k 50.11
2021-06-30 $506k 10k 50.10
2021-03-31 $506k 10k 50.10
2020-12-31 $506k 10k 50.10

More positions owned by Lebenthal Global Advisors

Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core 60 Bala Etf (AOR)
New York Life Invts Active E Mackay Mun Inter (MMIT)
Apple (AAPL)
Spdr Series Trust St Str R1k Yld (ONEY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Lebenthal Global 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