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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
2024-03-31 $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)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
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
Morgan Stanley
Bramshill Investments
Wells Fargo & Company
LPL Financial
Bsc Private Wealth Management
BlackRock
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Branch Banking & Trust Company
Cetera Investment Advisers
Donaldson Capital Management

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