Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4k | 85 | 51.56 |
| 2025-06-30 | $61k | 1.2k | 51.08 |
| 2025-03-31 | $68k | 1.3k | 50.85 |
| 2024-12-31 | $103k | 2.0k | 50.50 |
| 2022-03-31 | $205k | 4.1k | 49.55 |
| 2021-12-31 | $229k | 4.6k | 49.86 |
| 2021-09-30 | $221k | 4.4k | 50.02 |
| 2021-06-30 | $228k | 4.6k | 50.03 |
| 2021-03-31 | $210k | 4.2k | 50.24 |
| 2020-12-31 | $281k | 5.6k | 50.19 |
| 2020-09-30 | $640k | 13k | 50.08 |
| 2020-06-30 | $1.6M | 32k | 50.06 |
| 2020-03-31 | $3.6M | 74k | 49.13 |
| 2019-12-31 | $2.7M | 54k | 50.29 |
| 2019-09-30 | $2.3M | 46k | 50.33 |
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