Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 5.5k | 51.28 |
| 2025-06-30 | $279k | 5.5k | 51.10 |
| 2025-03-31 | $204k | 4.0k | 50.87 |
| 2024-12-31 | $202k | 4.0k | 50.50 |
| 2024-09-30 | $205k | 4.0k | 51.24 |
| 2024-06-30 | $201k | 4.0k | 50.33 |
| 2024-03-31 | $202k | 4.0k | 50.46 |
| 2023-12-31 | $202k | 4.0k | 50.52 |
| 2022-03-31 | $204k | 4.1k | 49.88 |
| 2021-12-31 | $204k | 4.1k | 49.88 |
| 2021-09-30 | $205k | 4.1k | 50.12 |
| 2021-06-30 | $205k | 4.1k | 50.12 |
| 2021-03-31 | $205k | 4.1k | 50.12 |
| 2020-12-31 | $205k | 4.1k | 50.12 |
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