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Cetera Advisor Networks’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cetera Advisor Networks’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
Q1 		$13.6M Sell
270,106
-10,533
-4% -$531K 0.07% 299
2023
Q4 		$14.2M Buy
280,639
+4,288
+2% +$215K 0.08% 263
2023
Q3 		$13.8M Buy
276,351
+32,384
+13% +$1.61M 0.09% 233
2023
Q2 		$12.1M Buy
243,967
+27,971
+13% +$1.39M 0.08% 258
2023
Q1 		$10.7M Buy
215,996
+6,260
+3% +$310K 0.08% 273
2022
Q4 		$10.3M Buy
209,736
+71,671
+52% +$3.52M 0.08% 265
2022
Q3 		$6.8M Sell
138,065
-10,387
-7% -$512K 0.08% 248
2022
Q2 		$7.31M Sell
148,452
-29,207
-16% -$1.44M 0.09% 234
2022
Q1 		$8.81M Sell
177,659
-10,425
-6% -$519K 0.11% 203
2021
Q4 		$9.39M Buy
188,084
+30,319
+19% +$1.52M 0.12% 194
2021
Q3 		$7.91M Buy
157,765
+6,495
+4% +$326K 0.11% 205
2021
Q2 		$7.59M Sell
151,270
-91,801
-38% -$4.61M 0.11% 205
2021
Q1 		$12.2M Buy
243,071
+10,346
+4% +$519K 0.26% 99
2020
Q4 		$11.7M Buy
232,725
+8,864
+4% +$444K 0.27% 93
2020
Q3 		$11.2M Buy
223,861
+20,363
+10% +$1.02M 0.29% 75
2020
Q2 		$10.2M Sell
203,498
-18,006
-8% -$890K 0.27% 80
2020
Q1 		$10.7M Buy
221,504
+105,623
+91% +$5.26M 0.35% 60
2019
Q4 		$5.83M Buy
115,881
+14,125
+14% +$710K 0.16% 131
2019
Q3 		$5.13M Buy
101,756
+5,021
+5% +$253K 0.15% 137
2019
Q2 		$4.88M Buy
96,735
+12,380
+15% +$622K 0.15% 140
2019
Q1 		$4.24M Buy
84,355
+3,816
+5% +$191K 0.14% 147
2018
Q4 		$4.01M Buy
80,539
+6,871
+9% +$344K 0.16% 133
2018
Q3 		$3.7M Buy
73,668
+6,465
+10% +$324K 0.13% 149
2018
Q2 		$3.37M Buy
67,203
+9,519
+17% +$477K 0.17% 109
2018
Q1 		$2.89M Buy
57,684
+12,900
+29% +$647K 0.13% 153
2017
Q4 		$2.25M Buy
44,784
+13,539
+43% +$680K 0.09% 184
2017
Q3 		$1.57M Buy
31,245
+5,844
+23% +$294K 0.07% 232
2017
Q2 		$1.27M Buy
25,401
+5,250
+26% +$264K 0.06% 270
2017
Q1 		$1.01M Buy
20,151
+5,422
+37% +$272K 0.05% 329
2016
Q4 		$739K Sell
14,729
-10
-0.1% -$502 0.04% 366
2016
Q3 		$740K Buy
14,739
+9,681
+191% +$486K 0.03% 455
2016
Q2 		$254K Buy
5,058
+318
+7% +$15.9K 0.01% 683
2016
Q1 		$237K Hold
4,740
– – 0.01% 697
2015
Q4 		$237K Sell
4,740
-895
-16% -$44.8K 0.02% 691
2015
Q3 		$282K Sell
5,635
-860
-13% -$43.1K 0.02% 598
2015
Q2 		$325K Hold
6,495
– – 0.02% 594
2015
Q1 		$325K Buy
6,495
+895
+16% +$44.8K 0.02% 598
2014
Q4 		$280K Buy
+5,600
New +$281K 0.02% 628

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's NEAR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Short Maturity Bond ETF (NEAR) stake by 3.8% in Q1 2024, selling an estimated $531K and leaving 270,106 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #299.

Cetera Advisor Networks first reported a position in NEAR in Q4 2014 and has held it in 38 quarters since. The position peaked at $14.2M in Q4 2023. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Cetera Advisor Networks held 270,106 shares of iShares Short Maturity Bond ETF worth $13.6M as of Q1 2024.
  • Cetera Advisor Networks sold 10,533 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $531K.
  • iShares Short Maturity Bond ETF made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #299 holding.
  • Cetera Advisor Networks first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 38 quarters since.
  • Cetera Advisor Networks's iShares Short Maturity Bond ETF position peaked at $14.2M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.