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Financial Life Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Financial Life 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
Q2 		– Sell
-25,338
Closed -$1.26M – 63
2023
Q1 		$1.26M Sell
25,338
-3,695
-13% -$183K 0.54% 35
2022
Q4 		$1.43M Sell
29,033
-125,235
-81% -$6.16M 0.66% 35
2022
Q3 		$7.6M Sell
154,268
-29,867
-16% -$1.47M 3.81% 8
2022
Q2 		$9.07M Sell
184,135
-1,307
-0.7% -$64.6K 4.25% 8
2022
Q1 		$9.19M Sell
185,442
-2,121
-1% -$106K 3.81% 10
2021
Q4 		$9.37M Buy
187,563
+7,225
+4% +$361K 3.69% 11
2021
Q3 		$9.04M Buy
180,338
+7,440
+4% +$373K 3.78% 10
2021
Q2 		$8.67M Buy
172,898
+12,386
+8% +$621K 3.74% 10
2021
Q1 		$8.06M Buy
160,512
+6,535
+4% +$328K 3.75% 10
2020
Q4 		$7.72M Buy
153,977
+6,772
+5% +$340K 4% 9
2020
Q3 		$7.38M Buy
147,205
+4,738
+3% +$237K 3.86% 10
2020
Q2 		$7.13M Buy
142,467
+10,057
+8% +$497K 4.21% 10
2020
Q1 		$6.42M Buy
132,410
+6,486
+5% +$323K 4.4% 9
2019
Q4 		$6.33M Buy
125,924
+7,340
+6% +$369K 3.84% 10
2019
Q3 		$5.97M Buy
118,584
+13,209
+13% +$664K 3.78% 10
2019
Q2 		$5.3M Buy
105,375
+5,852
+6% +$294K 3.52% 11
2019
Q1 		$5M Buy
99,523
+19,250
+24% +$964K 3.44% 12
2018
Q4 		$4M Buy
80,273
+4,267
+6% +$213K 3.1% 12
2018
Q3 		$3.81M Buy
76,006
+7,554
+11% +$379K 2.8% 14
2018
Q2 		$3.43M Buy
68,452
+14,499
+27% +$727K 2.82% 14
2018
Q1 		$2.7M Buy
53,953
+8,979
+20% +$450K 2.48% 14
2017
Q4 		$2.25M Buy
+44,974
New +$2.26M 1.82% 18

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Financial Life Advisors's NEAR Position: Q2 2023 in Review

Financial Life Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 25,338 shares — an estimated $1.26M sold.

Financial Life Advisors first reported a position in NEAR in Q4 2017 and held it in 22 quarters. The position peaked at $9.37M in Q4 2021. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Financial Life Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Life Advisors sold 25,338 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $1.26M.
  • Financial Life Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 22 quarters.
  • Financial Life Advisors's iShares Short Maturity Bond ETF position peaked at $9.37M in Q4 2021.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Financial Life Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.