Beacon Capital Management LLC (Tennessee)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-110	Closed	-$5.42K	–	990
2022 Q4	$5.42K	Buy	+110	New	+$5.41K	﹤0.01%	625
2022 Q3	–	Sell	-110	Closed	-$5K	–	935
2022 Q2	$5K	Hold	110	–	–	﹤0.01%	649
2022 Q1	$5K	Buy	+110	New	+$5.47K	﹤0.01%	649

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

Beacon Capital Management LLC (Tennessee)'s NEAR Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 110 shares — an estimated $5.42K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NEAR in Q1 2022 and held it in 3 quarters. The position peaked at $5.42K in Q4 2022. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 110 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $5.42K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Short Maturity Bond ETF position peaked at $5.42K in Q4 2022.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.