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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

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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
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

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

Bank of America Corporation
Bramshill Investments
Bsc Private Wealth Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
BlackRock
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
Renaissance Technologies
Branch Banking & Trust Company
Cetera Investment Advisers
Donaldson Capital Management
Cambridge Investment Research Advisors

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