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Adroit Compliance’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Adroit Compliance’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
Q4 		$7.75M Buy
+153,312
New +$7.67M 1.62% 14

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adroit Compliance's NEAR Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q4 2023: 153,312 shares worth $7.75M. The stake represents 1.62% of the portfolio and ranks #14 among its holdings.

341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Adroit Compliance held 153,312 shares of iShares Short Maturity Bond ETF worth $7.75M as of Q4 2023.
  • iShares Short Maturity Bond ETF was a new Adroit Compliance position in Q4 2023.
  • iShares Short Maturity Bond ETF made up 1.62% of Adroit Compliance's portfolio in Q4 2023, its #14 holding.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.