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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 7.2k 51.24
2024-06-30 $372k 7.4k 50.33
2024-03-31 $499k 9.9k 50.46
2023-12-31 $337k 6.7k 50.52

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

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

Bank of America Corporation
Bramshill Investments
Bsc Private Wealth Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
BlackRock
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
Renaissance Technologies
Branch Banking & Trust Company
Cetera Investment Advisers
Donaldson Capital Management
Cambridge Investment Research Advisors

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