Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 29k | 51.28 |
| 2025-06-30 | $1.5M | 30k | 51.10 |
| 2025-03-31 | $1.5M | 30k | 50.85 |
| 2024-12-31 | $1.6M | 32k | 50.50 |
| 2024-09-30 | $1.7M | 33k | 51.24 |
| 2023-09-30 | $1.8M | 36k | 49.90 |
| 2022-12-31 | $2.1M | 42k | 49.52 |
| 2022-09-30 | $2.8M | 43k | 64.52 |
| 2022-03-31 | $2.9M | 45k | 64.52 |
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