Ahrens Investment Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ahrens Investment Partners’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 Q1	$19.8K	Buy	+400	New	+$19.8K	0.01%	469
2022 Q3	–	Sell	-400	Closed	-$20K	–	640
2022 Q2	$20K	Hold	400	–	–	0.01%	500
2022 Q1	$20K	Sell	400 -5,100	-93%	-$254K	0.01%	579
2021 Q4	$275K	Sell	5,500 -10,300	-65%	-$515K	0.12%	151
2021 Q3	$792K	Sell	15,800 -5,400	-25%	-$271K	0.38%	76
2021 Q2	$1.06M	Sell	21,200 -2,000	-9%	-$100K	0.49%	50
2021 Q1	$1.16M	Sell	23,200 -20,000	-46%	-$1M	0.59%	46
2020 Q4	$2.17M	Buy	43,200 +24,900	+136%	+$1.25M	1.16%	20
2020 Q3	$917K	Buy	+18,300	New	+$916K	0.61%	42

Other funds holding NEAR

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

BlackRock New York $5.72T AUM 30.48% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ahrens Investment Partners's NEAR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2023: 400 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NEAR as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NEAR in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.17M in Q4 2020. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

Ahrens Investment Partners held 400 shares of iShares Short Maturity Bond ETF worth $19.8K as of Q1 2023.
iShares Short Maturity Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Short Maturity Bond ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #469 holding.
Ahrens Investment Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 9 quarters since.
Ahrens Investment Partners's iShares Short Maturity Bond ETF position peaked at $2.17M in Q4 2020.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.