Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Ishares U S Etf Tr Short Matur sht mat bd etf
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Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 21k | 50.50 |
| 2024-09-30 | $1.1M | 21k | 51.24 |
| 2024-06-30 | $1.1M | 21k | 50.33 |
| 2024-03-31 | $1.1M | 21k | 50.46 |
| 2023-12-31 | $964k | 19k | 50.52 |
| 2023-09-30 | $952k | 19k | 49.89 |
| 2023-06-30 | $841k | 17k | 49.72 |
| 2023-03-31 | $724k | 15k | 49.60 |
| 2022-12-31 | $2.2M | 45k | 49.27 |
| 2022-09-30 | $2.9M | 59k | 49.26 |
| 2022-06-30 | $3.6M | 74k | 49.26 |
| 2022-03-31 | $3.3M | 67k | 49.57 |
| 2021-12-31 | $5.5M | 110k | 49.95 |
| 2021-09-30 | $5.2M | 104k | 50.14 |
| 2021-06-30 | $1.7M | 34k | 50.17 |
| 2021-03-31 | $1.1M | 22k | 50.20 |
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