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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Secure Asset Management

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

Historical chart of Secure Asset 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 Secure Asset 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 54k 51.10
2025-09-30 $1.7M 32k 51.19
2025-06-30 $962k 19k 51.10

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Secure Asset Management

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

Bsc Private Wealth Management
Wells Fargo & Company
LPL Financial
Bramshill Investments
BlackRock
UBS Group
Cetera Investment Advisers
Raymond James Financial
Cambridge Investment Research Advisors
Ameriprise Financial
Stifel Financial
United Services Automobile Association
Envestnet Asset Management
Royal Bank of Canada
Goss Wealth Management

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