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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 36k 50.52
2023-09-30 $2.5M 50k 49.89
2023-06-30 $2.6M 53k 49.72
2023-03-31 $2.8M 56k 49.60
2022-12-31 $3.0M 60k 49.27
2022-09-30 $4.5M 92k 49.26
2022-06-30 $4.9M 99k 49.26
2022-03-31 $5.9M 118k 49.57
2021-12-31 $6.7M 134k 49.95
2021-09-30 $8.0M 159k 50.14
2021-06-30 $8.2M 164k 50.17
2021-03-31 $8.4M 167k 50.19
2020-12-31 $8.9M 177k 50.17
2020-09-30 $10M 199k 50.11
2020-06-30 $9.9M 199k 50.01
2020-03-31 $11M 222k 48.49
2019-12-31 $11M 220k 50.25
2019-09-30 $9.6M 190k 50.34
2019-06-30 $47M 931k 50.33
2019-03-31 $48M 961k 50.24
2018-12-31 $39M 788k 49.85
2018-09-30 $46M 922k 50.19
2018-06-30 $319M 6.4M 50.17
2018-03-31 $207M 4.1M 50.16
2017-12-31 $48M 962k 50.12
2017-09-30 $114M 2.3M 50.29
2017-06-30 $150M 3.0M 50.27
2017-03-31 $195M 3.9M 50.25
2016-12-31 $249M 5.0M 50.18
2016-09-30 $216M 4.3M 50.19
2016-06-30 $590M 12M 50.00
2016-03-31 $633M 13M 50.06
2015-12-31 $555M 11M 50.02
2015-09-30 $474M 9.5M 50.09
2015-06-30 $241M 4.8M 50.14

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

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