Clearview Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clearview Wealth 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	-474	Closed	-$23.6K	–	434
2023 Q2	$23.6K	Buy	474 +5	+1%	+$248	0.02%	260
2023 Q1	$23.3K	Sell	469 -87	-16%	-$4.31K	0.02%	257
2022 Q4	$27.4K	Sell	556 -5,006	-90%	-$246K	0.02%	211
2022 Q3	$274K	Sell	5,562 -653	-11%	-$32.2K	0.22%	72
2022 Q2	$306K	Buy	6,215 +12	+0.2%	+$593	0.23%	70
2022 Q1	$308K	Sell	6,203 -1,608	-21%	-$80K	0.2%	75
2021 Q4	$390K	Sell	7,811 -109	-1%	-$5.45K	0.24%	86
2021 Q3	$397K	Buy	7,920 +13	+0.2%	+$652	0.25%	77
2021 Q2	$397K	Sell	7,907 -5,490	-41%	-$275K	0.25%	81
2021 Q1	$672K	Sell	13,397 -14,580	-52%	-$732K	0.44%	52
2020 Q4	$1.4M	Buy	+27,977	New	+$1.4M	0.94%	25

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Clearview Wealth Advisors's NEAR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 474 shares — an estimated $23.6K sold.

Clearview Wealth Advisors first reported a position in NEAR in Q4 2020 and held it in 11 quarters. The position peaked at $1.4M in Q4 2020. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 474 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $23.6K.
Clearview Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.4M in Q4 2020.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.