Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth 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 San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 98k | 51.10 |
| 2025-06-30 | $5.0M | 98k | 51.10 |
| 2025-03-31 | $4.4M | 87k | 50.50 |
| 2024-12-31 | $4.4M | 87k | 50.50 |
| 2024-09-30 | $3.0M | 59k | 51.24 |
| 2024-06-30 | $4.6M | 92k | 50.33 |
| 2024-03-31 | $17M | 342k | 50.46 |
| 2023-12-31 | $26M | 516k | 50.52 |
| 2023-09-30 | $22M | 443k | 49.89 |
| 2023-06-30 | $19M | 384k | 49.72 |
| 2023-03-31 | $22M | 434k | 49.60 |
| 2022-12-31 | $14M | 275k | 49.27 |
| 2022-09-30 | $4.4M | 89k | 49.26 |
| 2022-06-30 | $5.5M | 112k | 49.26 |
| 2022-03-31 | $740k | 15k | 49.94 |
| 2021-12-31 | $740k | 15k | 49.94 |
| 2021-09-30 | $763k | 15k | 50.13 |
| 2020-12-31 | $1.9M | 37k | 50.18 |
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