Marshall Financial Group »

Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group 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 Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 4.8k 51.28
2025-06-30 $234k 4.6k 50.83
2025-03-31 $245k 4.8k 50.87
2024-12-31 $278k 5.5k 50.50
2024-09-30 $279k 5.4k 51.24

More positions owned by Marshall Financial Group

Ssga Active Tr Spdr Loomis Sayl (OBND)
Janus Detroit Str Tr Henderson Securi (JSI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial Group

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