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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Timmons Wealth Management

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

Historical chart of Timmons Wealth 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 Timmons Wealth 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 Timmons Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 208k 50.84

More positions owned by Timmons Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares U S Etf Tr Short Duration B (NEAR)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SPSM)

View all positions for Timmons Wealth Management

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

Morgan Stanley
Bsc Private Wealth Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Bramshill Investments
BlackRock
Cetera Investment Advisers
Raymond James Financial
Americana Partners
Ameriprise Financial
Cambridge Investment Research Advisors
Goss Wealth Management
Royal Bank of Canada

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