Advisor Resource Council’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-26,524	Closed	-$1.31M	–	235
2023 Q1	$1.31M	Buy	+26,524	New	+$1.31M	0.33%	78
2021 Q3	–	Sell	-6,990	Closed	-$351K	–	381
2021 Q2	$351K	Buy	+6,990	New	+$351K	0.04%	373

Other funds holding NEAR

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Advisor Resource Council's NEAR Position: Q2 2023 in Review

Advisor Resource Council sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 26,524 shares — an estimated $1.31M sold.

Advisor Resource Council first reported a position in NEAR in Q2 2021 and held it in 2 quarters. The position peaked at $1.31M in Q1 2023. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

Advisor Resource Council reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
Advisor Resource Council sold 26,524 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $1.31M.
Advisor Resource Council first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and held it in 2 quarters.
Advisor Resource Council's iShares Short Maturity Bond ETF position peaked at $1.31M in Q1 2023.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.