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Aaron Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Aaron Wealth Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-145,519
Closed -$7.24M – 271
2023
Q2 		$7.24M Sell
145,519
-136,248
-48% -$6.76M 0.94% 19
2023
Q1 		$14M Sell
281,767
-103,723
-27% -$5.14M 1.92% 10
2022
Q4 		$19M Buy
385,490
+172,945
+81% +$8.5M 2.77% 8
2022
Q3 		$10.5M Buy
212,545
+5,745
+3% +$283K 1.93% 11
2022
Q2 		$10.2M Buy
+206,800
New +$10.2M 2.56% 10

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aaron Wealth Advisors's NEAR Position: Q3 2023 in Review

Aaron Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 145,519 shares — an estimated $7.24M sold.

Aaron Wealth Advisors first reported a position in NEAR in Q2 2022 and held it in 5 quarters. The position peaked at $19M in Q4 2022. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

  • Aaron Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 145,519 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $7.24M.
  • Aaron Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 5 quarters.
  • Aaron Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $19M in Q4 2022.
  • 335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Aaron Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.