Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Ishares U S Etf Tr Short Matur sht mat bd etf
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Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $501k | 9.8k | 51.24 |
| 2024-06-30 | $725k | 14k | 50.33 |
| 2024-03-31 | $983k | 20k | 50.46 |
| 2023-12-31 | $984k | 20k | 50.52 |
| 2023-09-30 | $1.2M | 25k | 49.89 |
| 2023-06-30 | $1.2M | 25k | 49.72 |
| 2023-03-31 | $818k | 17k | 49.60 |
| 2022-12-31 | $888k | 18k | 49.27 |
| 2022-09-30 | $1.3M | 16k | 80.65 |
| 2022-06-30 | $476k | 9.7k | 49.30 |
| 2022-03-31 | $278k | 5.6k | 49.60 |
| 2021-12-31 | $381k | 7.6k | 49.96 |
| 2021-09-30 | $382k | 7.6k | 50.14 |
| 2021-06-30 | $373k | 7.4k | 50.14 |
| 2021-03-31 | $375k | 7.5k | 50.23 |
| 2020-12-31 | $1.0M | 21k | 50.16 |
| 2020-09-30 | $880k | 11k | 83.39 |
| 2020-06-30 | $1.2M | 25k | 50.00 |
| 2020-03-31 | $961k | 20k | 48.49 |
| 2019-12-31 | $255k | 5.1k | 50.33 |
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