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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 4.9k 51.33
2025-06-30 $262k 5.1k 51.06
2025-03-31 $256k 5.0k 50.87
2024-12-31 $254k 5.0k 50.50
2024-09-30 $240k 4.7k 51.24

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Wealthgarden F.s

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

Morgan Stanley
Bsc Private Wealth Management
LPL Financial
Wells Fargo & Company
Bramshill Investments
BlackRock
UBS Group
Cetera Investment Advisers
Raymond James Financial
Ameriprise Financial
Cambridge Investment Research Advisors
Stifel Financial
Envestnet Asset Management
United Services Automobile Association
Royal Bank of Canada

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