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Baystate Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Baystate 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
2023
Q2 		– Sell
-1
Closed -$62 – 1073
2023
Q1 		$62 Buy
+1
New +$50 ﹤0.01% 1026
2020
Q4 		– Sell
-16
Closed -$1K – 733
2020
Q3 		$1K Hold
16
– – ﹤0.01% 599
2020
Q2 		$1K Buy
+16
New +$791 ﹤0.01% 612

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Baystate Wealth Management's NEAR Position: Q2 2023 in Review

Baystate Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 1 share — an estimated $62 sold.

Baystate Wealth Management first reported a position in NEAR in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Baystate Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1 iShares Short Maturity Bond ETF share in Q2 2023, an estimated $62.
  • Baystate Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 3 quarters.
  • Baystate Wealth Management's iShares Short Maturity Bond ETF position peaked at $1K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.