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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $49M 971k 50.52
2023-09-30 $52M 1.0M 49.89
2023-06-30 $53M 1.1M 49.72
2023-03-31 $56M 1.1M 49.60
2022-12-31 $1.1M 23k 49.27
2022-09-30 $327k 6.6k 49.25
2022-06-30 $763k 16k 49.24
2022-03-31 $49k 995 49.25
2021-12-31 $2.9M 59k 49.95
2021-09-30 $6.3M 125k 50.14
2021-06-30 $8.3M 165k 50.16
2020-09-30 $404k 8.1k 50.17
2020-06-30 $4.0M 80k 50.03
2020-03-31 $3.1M 65k 48.60
2019-12-31 $3.3M 66k 50.25
2019-09-30 $4.4M 87k 50.34
2019-06-30 $4.2M 84k 50.33
2019-03-31 $4.4M 88k 50.24

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

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