Benjamin F. Edwards & Company’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$515K	Buy	10,225 +645	+7%	+$32.4K	0.01%	681
2024 Q1	$483K	Buy	9,580 +638	+7%	+$32.2K	0.01%	661
2023 Q4	$452K	Buy	8,942 +1,226	+16%	+$61.4K	0.01%	660
2023 Q3	$385K	Buy	7,716 +157	+2%	+$7.81K	0.01%	585
2023 Q2	$376K	Buy	7,559 +2,171	+40%	+$108K	0.01%	578
2023 Q1	$267K	Buy	5,388 +973	+22%	+$48.2K	0.01%	633
2022 Q4	$218K	Buy	4,415 +499	+13%	+$24.5K	0.01%	700
2022 Q3	$193K	Buy	3,916 +2,755	+237%	+$136K	0.01%	683
2022 Q2	$57K	Buy	+1,161	New	+$57.4K	﹤0.01%	1004
2020 Q1	–	Sell	-339	Closed	-$17K	–	1824
2019 Q4	$17K	Buy	+339	New	+$17K	﹤0.01%	1283

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's NEAR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.7% in Q2 2024, buying an estimated $32.4K and bringing the position to 10,225 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #681.

Benjamin F. Edwards & Company first reported a position in NEAR in Q4 2019 and has held it in 10 quarters since. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

Benjamin F. Edwards & Company held 10,225 shares of iShares Short Maturity Bond ETF worth $515K as of Q2 2024.
Benjamin F. Edwards & Company bought 645 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $32.4K.
iShares Short Maturity Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #681 holding.
Benjamin F. Edwards & Company first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 10 quarters since.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.