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GoalVest Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GoalVest Advisory’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
-218
Closed -$11K – 379
2024
Q1 		$11K Hold
218
– – ﹤0.01% 305
2023
Q4 		$11K Sell
218
-570
-72% -$28.5K ﹤0.01% 246
2023
Q3 		$39.3K Buy
788
+325
+70% +$16.2K 0.02% 159
2023
Q2 		$23K Buy
+463
New +$23K 0.01% 188

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

GoalVest Advisory's NEAR Position: Q2 2024 in Review

GoalVest Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 218 shares — an estimated $11K sold.

GoalVest Advisory first reported a position in NEAR in Q2 2023 and held it in 4 quarters. The position peaked at $39.3K in Q3 2023. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • GoalVest Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 218 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $11K.
  • GoalVest Advisory first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's iShares Short Maturity Bond ETF position peaked at $39.3K in Q3 2023.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.