Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $220k | 3.1k | 72.20 |
| 2026-03-31 | $148k | 2.9k | 50.82 |
| 2025-12-31 | $149k | 2.9k | 51.09 |
| 2025-09-30 | $152k | 3.0k | 51.31 |
| 2025-06-30 | $155k | 3.1k | 50.33 |
| 2025-03-31 | $166k | 3.3k | 50.70 |
| 2024-12-31 | $175k | 3.5k | 50.50 |
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