Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 55k | 51.28 |
| 2025-06-30 | $2.6M | 51k | 51.10 |
| 2025-03-31 | $2.5M | 49k | 50.87 |
| 2024-12-31 | $2.3M | 45k | 50.50 |
| 2024-09-30 | $2.0M | 39k | 51.24 |
| 2024-06-30 | $1.7M | 34k | 50.33 |
| 2024-03-31 | $1.5M | 31k | 50.46 |
| 2022-12-31 | $989k | 20k | 49.27 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group
Top funds holding Ishares U S Etf Tr Short Matur sht mat bd etf
View all funds holding Ishares U S Etf Tr Short Matur sht mat bd etf