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

Elevated Capital 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
2024
Q2 		– Sell
-17,690
Closed -$893K – 241
2024
Q1 		$893K Sell
17,690
-20,505
-54% -$1.03M 0.26% 98
2023
Q4 		$1.93M Buy
38,195
+2,003
+6% +$100K 0.6% 53
2023
Q3 		$1.81M Buy
+36,192
New +$1.8M 0.61% 54
2023
Q2 		– Sell
-13,139
Closed -$652K – 186
2023
Q1 		$652K Buy
13,139
+907
+7% +$44.9K 0.23% 111
2022
Q4 		$603K Sell
12,232
-1,301
-10% -$64K 0.23% 103
2022
Q3 		$667K Buy
+13,533
New +$667K 0.26% 112
2021
Q3 		$868K Buy
+17,310
New +$868K 0.3% 102
2021
Q1 		$1.07M Sell
21,316
-674
-3% -$33.8K 0.42% 82
2020
Q4 		$1.1M Buy
21,990
+1,452
+7% +$72.8K 0.48% 65
2020
Q3 		$1.03M Sell
20,538
-1,716
-8% -$85.9K 0.48% 65
2020
Q2 		$1.11M Buy
+22,254
New +$1.1M 0.52% 66
2019
Q4 		$1.56M Buy
+31,151
New +$1.57M 1.74% 21
2019
Q1 		$1.07M Buy
+21,748
New +$1.09M 0.71% 39

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevated Capital Advisors's NEAR Position: Q2 2024 in Review

Elevated Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 17,690 shares — an estimated $893K sold.

Elevated Capital Advisors first reported a position in NEAR in Q1 2019 and held it in 13 quarters. The position peaked at $1.93M in Q4 2023. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Elevated Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 17,690 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $893K.
  • Elevated Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 13 quarters.
  • Elevated Capital Advisors's iShares Short Maturity Bond ETF position peaked at $1.93M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.