Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 8.5k | 51.28 |
| 2025-06-30 | $440k | 8.6k | 51.10 |
| 2025-03-31 | $446k | 8.8k | 50.87 |
| 2024-12-31 | $469k | 9.3k | 50.50 |
| 2024-09-30 | $473k | 9.2k | 51.24 |
| 2024-06-30 | $530k | 11k | 50.33 |
| 2024-03-31 | $531k | 11k | 50.46 |
| 2023-12-31 | $631k | 13k | 50.52 |
| 2023-09-30 | $658k | 13k | 49.89 |
| 2023-06-30 | $660k | 13k | 49.72 |
| 2023-03-31 | $609k | 12k | 49.60 |
| 2022-12-31 | $659k | 13k | 49.27 |
| 2022-09-30 | $1.2M | 25k | 49.26 |
| 2022-06-30 | $1.4M | 28k | 49.26 |
| 2022-03-31 | $1.5M | 30k | 49.57 |
| 2021-12-31 | $1.5M | 30k | 49.95 |
| 2021-09-30 | $1.7M | 34k | 50.14 |
| 2021-06-30 | $1.7M | 34k | 50.17 |
| 2021-03-31 | $1.7M | 34k | 50.19 |
| 2020-12-31 | $1.7M | 34k | 50.17 |
| 2020-09-30 | $1.8M | 36k | 50.11 |
| 2020-06-30 | $2.0M | 40k | 50.01 |
| 2020-03-31 | $2.1M | 43k | 48.49 |
| 2019-12-31 | $3.1M | 62k | 50.25 |
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