BRWM
NEAR icon

B. Riley Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

B. Riley Wealth Management’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
Q1 		– Sell
-5,100
Closed -$255K – 672
2021
Q4 		$255K Buy
+5,100
New +$255K 0.02% 513

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Management's NEAR Position: Q1 2022 in Review

B. Riley Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 5,100 shares — an estimated $255K sold.

B. Riley Wealth Management first reported a position in NEAR in Q4 2021 and held it in 1 quarter. The position peaked at $255K in Q4 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • B. Riley Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,100 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $255K.
  • B. Riley Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 1 quarter.
  • B. Riley Wealth Management's iShares Short Maturity Bond ETF position peaked at $255K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.