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Capital Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital Investment Advisors’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
Q3 		– Sell
-5,019
Closed -$250K – 616
2023
Q2 		$250K Buy
+5,019
New +$249K 0.01% 467

Other funds holding NEAR

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Investment Advisors's NEAR Position: Q3 2023 in Review

Capital Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 5,019 shares — an estimated $250K sold.

Capital Investment Advisors first reported a position in NEAR in Q2 2023 and held it in 1 quarter. The position peaked at $250K in Q2 2023. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

  • Capital Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 5,019 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $250K.
  • Capital Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and held it in 1 quarter.
  • Capital Investment Advisors's iShares Short Maturity Bond ETF position peaked at $250K in Q2 2023.
  • 335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Capital Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.