Shared Vision Wealth Group »

Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 5.5k 51.33
2025-06-30 $278k 5.5k 51.06

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)

View all positions for Shared Vision Wealth Group

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

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

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