Elmwood Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Elmwood Wealth Management’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	-69,115	Closed	-$3.44M	–	121
2023 Q2	$3.44M	Buy	69,115 +32,415	+88%	+$1.61M	1.6%	14
2023 Q1	$1.82M	Buy	+36,700	New	+$1.82M	0.86%	38
2022 Q1	–	Sell	-4,000	Closed	-$200K	–	239
2021 Q4	$200K	Buy	+4,000	New	+$200K	0.1%	113
2021 Q2	$201K	Hold	4,000	–	–	0.11%	111
2021 Q1	$201K	Buy	+4,000	New	+$201K	0.12%	105
2020 Q3	$200K	Hold	4,000	–	–	0.16%	87
2020 Q2	$200K	Hold	4,000	–	–	0.16%	87
2020 Q1	$201K	Hold	4,000	–	–	0.19%	86
2019 Q4	$201K	Hold	4,000	–	–	0.18%	86
2019 Q3	$201K	Hold	4,000	–	–	0.2%	76
2019 Q2	$201K	Hold	4,000	–	–	0.18%	83
2019 Q1	$201K	Hold	4,000	–	–	0.19%	83
2018 Q4	$199K	Hold	4,000	–	–	0.19%	86
2018 Q3	$201K	Hold	4,000	–	–	0.17%	90
2018 Q2	$201K	Hold	4,000	–	–	0.18%	89
2018 Q1	$201K	Buy	+4,000	New	+$201K	0.19%	86

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

Elmwood Wealth Management's NEAR Position: Q3 2023 in Review

Elmwood Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 69,115 shares — an estimated $3.44M sold.

Elmwood Wealth Management first reported a position in NEAR in Q1 2018 and held it in 16 quarters. The position peaked at $3.44M in Q2 2023. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

Elmwood Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
Elmwood Wealth Management sold 69,115 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $3.44M.
Elmwood Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 16 quarters.
Elmwood Wealth Management's iShares Short Maturity Bond ETF position peaked at $3.44M in Q2 2023.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Elmwood Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.