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Beta Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Beta Wealth Group’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
-24,126
Closed -$1.21M – 97
2021
Q4 		$1.21M Hold
24,126
– – 0.87% 33
2021
Q3 		$1.21M Buy
24,126
+5,642
+31% +$283K 0.87% 33
2021
Q2 		$927K Buy
18,484
+150
+0.8% +$7.53K 0.65% 36
2021
Q1 		$920K Buy
18,334
+847
+5% +$42.5K 0.67% 36
2020
Q4 		$877K Buy
+17,487
New +$877K 0.75% 29

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

Beta Wealth Group's NEAR Position: Q1 2022 in Review

Beta Wealth Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 24,126 shares — an estimated $1.21M sold.

Beta Wealth Group first reported a position in NEAR in Q4 2020 and held it in 5 quarters. The position peaked at $1.21M in Q4 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Beta Wealth Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beta Wealth Group sold 24,126 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $1.21M.
  • Beta Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 5 quarters.
  • Beta Wealth Group's iShares Short Maturity Bond ETF position peaked at $1.21M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Beta Wealth Group's 13F filing for Q1 2022, filed 12 May 2022.