Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management 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 WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares U S Etf Tr Short Matur sht mat bd etf by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 12k | 51.29 |
| 2025-06-30 | $1.2M | 24k | 51.10 |
| 2025-03-31 | $995k | 20k | 50.87 |
| 2024-12-31 | $987k | 20k | 50.50 |
| 2024-09-30 | $1.0M | 20k | 51.24 |
| 2024-06-30 | $1.4M | 28k | 50.33 |
| 2024-03-31 | $1.4M | 28k | 50.46 |
| 2023-12-31 | $1.5M | 29k | 50.52 |
| 2023-09-30 | $1.5M | 30k | 49.89 |
| 2023-06-30 | $1.8M | 36k | 49.72 |
| 2023-03-31 | $269k | 5.4k | 49.60 |
| 2022-12-31 | $239k | 4.9k | 49.27 |
| 2019-12-31 | $285k | 5.7k | 50.22 |
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