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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

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
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