Mount Yale Investment Advisors »

Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 33k 50.84
2020-09-30 $362k 7.2k 50.17
2020-03-31 $280k 5.8k 48.52

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

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
FMR
Goss Wealth Management

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