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American Portfolios Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

American Portfolios 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
2022
Q3 		$10.9M Sell
220,988
-11,639
-5% -$574K 0.46% 30
2022
Q2 		$11.5M Sell
232,627
-21,106
-8% -$1.04M 0.47% 34
2022
Q1 		$12.6M Buy
253,733
+12,869
+5% +$640K 0.43% 36
2021
Q4 		$12M Buy
240,864
+17,059
+8% +$853K 0.41% 39
2021
Q3 		$11.2M Buy
223,805
+12,330
+6% +$618K 0.42% 38
2021
Q2 		$10.6M Buy
211,475
+57,562
+37% +$2.89M 0.41% 40
2021
Q1 		$7.72M Buy
153,913
+8,375
+6% +$420K 0.34% 53
2020
Q4 		$7.3M Buy
145,538
+7,128
+5% +$357K 0.37% 43
2020
Q3 		$6.94M Buy
138,410
+9,490
+7% +$475K 0.4% 42
2020
Q2 		$6.45M Buy
128,920
+13,161
+11% +$651K 0.42% 41
2020
Q1 		$5.61M Buy
115,759
+109,676
+1,803% +$5.46M 0.47% 36
2019
Q4 		$306K Sell
6,083
-3,102
-34% -$156K 0.02% 585
2019
Q3 		$462K Buy
9,185
+112
+1% +$5.63K 0.04% 417
2019
Q2 		$457K Sell
9,073
-609
-6% -$30.6K 0.04% 423
2019
Q1 		$486K Buy
9,682
+872
+10% +$43.7K 0.05% 378
2018
Q4 		$439K Buy
8,810
+4,906
+126% +$245K 0.05% 306
2018
Q3 		$196K Sell
3,904
-183
-4% -$9.18K 0.02% 584
2018
Q2 		$205K Buy
4,087
+225
+6% +$11.3K 0.03% 535
2018
Q1 		$194K Buy
3,862
+3,561
+1,183% +$179K 0.03% 526
2017
Q4 		$15.1K Buy
+301
New +$15.1K ﹤0.01% 1428

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

American Portfolios Advisors's NEAR Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5% in Q3 2022, selling an estimated $574K and leaving 220,988 shares worth $10.9M. The position accounts for 0.46% of the portfolio, ranked #30.

American Portfolios Advisors first reported a position in NEAR in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.6M in Q1 2022. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • American Portfolios Advisors held 220,988 shares of iShares Short Maturity Bond ETF worth $10.9M as of Q3 2022.
  • American Portfolios Advisors sold 11,639 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $574K.
  • iShares Short Maturity Bond ETF made up 0.46% of American Portfolios Advisors's portfolio in Q3 2022, its #30 holding.
  • American Portfolios Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Short Maturity Bond ETF position peaked at $12.6M in Q1 2022.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.