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

Arete 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
2024
Q1 		– Sell
-23,527
Closed -$1.19M – 605
2023
Q4 		$1.19M Buy
23,527
+154
+0.7% +$7.71K 0.09% 217
2023
Q3 		$1.17M Buy
23,373
+5,457
+30% +$271K 0.2% 113
2023
Q2 		$891K Buy
+17,916
New +$889K 0.08% 235
2020
Q1 		– Sell
-220,952
Closed -$11.1M – 388
2019
Q4 		$11.1M Buy
220,952
+9,375
+4% +$471K 1.93% 5
2019
Q3 		$10.7M Buy
211,577
+19,756
+10% +$994K 2.04% 4
2019
Q2 		$9.65M Buy
+191,821
New +$9.63M 1.87% 5

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's NEAR Position: Q1 2024 in Review

Arete Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 23,527 shares — an estimated $1.19M sold.

Arete Wealth Advisors first reported a position in NEAR in Q2 2019 and held it in 6 quarters. The position peaked at $11.1M in Q4 2019. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Arete Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 23,527 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $1.19M.
  • Arete Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 6 quarters.
  • Arete Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $11.1M in Q4 2019.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.