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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Maimon Wealth Management

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

Historical chart of Maimon Wealth Management 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 Maimon Wealth Management 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 Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.3M 163k 50.74
2025-12-31 $7.8M 153k 51.10

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

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

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

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