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Formidable Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Formidable Asset 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
2024
Q2 		– Sell
-4,476
Closed -$226K – 421
2024
Q1 		$226K Hold
4,476
– – 0.04% 315
2023
Q4 		$226K Hold
4,476
– – 0.05% 246
2023
Q3 		$223K Hold
4,476
– – 0.05% 251
2023
Q2 		$223K Sell
4,476
-204
-4% -$10.1K 0.05% 248
2023
Q1 		$232K Hold
4,680
– – 0.05% 254
2022
Q4 		$231K Hold
4,680
– – 0.05% 260
2022
Q3 		$230K Hold
4,680
– – 0.05% 255
2022
Q2 		$230K Sell
4,680
-190
-4% -$9.39K 0.05% 257
2022
Q1 		$241K Hold
4,870
– – 0.05% 279
2021
Q4 		$243K Hold
4,870
– – 0.05% 268
2021
Q3 		$244K Sell
4,870
-3
-0.1% -$150 0.05% 303
2021
Q2 		$244K Sell
4,873
-1,254
-20% -$62.9K 0.05% 265
2021
Q1 		$308K Sell
6,127
-21,967
-78% -$1.1M 0.07% 212
2020
Q4 		$1.41M Sell
28,094
-1,529
-5% -$76.7K 0.33% 68
2020
Q3 		$1.48M Sell
29,623
-10,715
-27% -$537K 0.43% 47
2020
Q2 		$2.02M Buy
40,338
+4,392
+12% +$217K 0.59% 30
2020
Q1 		$1.74M Sell
35,946
-3,333
-8% -$166K 0.69% 24
2019
Q4 		$1.97M Buy
39,279
+4,205
+12% +$211K 0.62% 28
2019
Q3 		$1.77M Sell
35,074
-6,231
-15% -$313K 1.63% 11
2019
Q2 		$2.08M Sell
41,305
-154,231
-79% -$7.75M 0.72% 25
2019
Q1 		$196K Buy
195,536
+122,868
+169% +$6.15M 0.08% 167
2018
Q4 		$3.62M Buy
72,668
+921
+1% +$46.1K 1.92% 12
2018
Q3 		$3.6M Buy
71,747
+8,914
+14% +$447K 1.42% 16
2018
Q2 		$3.15M Buy
+62,833
New +$3.15M 1.36% 18

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $666B AUM 30.12% 1-Year Est. Return

Formidable Asset Management's NEAR Position: Q2 2024 in Review

Formidable Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 4,476 shares — an estimated $226K sold.

Formidable Asset Management first reported a position in NEAR in Q2 2018 and held it in 24 quarters. The position peaked at $3.62M in Q4 2018. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Formidable Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 4,476 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $226K.
  • Formidable Asset Management first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 24 quarters.
  • Formidable Asset Management's iShares Short Maturity Bond ETF position peaked at $3.62M in Q4 2018.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.