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Gradient Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gradient Investments’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
2022
Q3 		– Sell
-65
Closed -$3K – 1472
2022
Q2 		$3K Buy
+65
New +$3.21K ﹤0.01% 990
2018
Q2 		– Sell
-267
Closed -$13K – 1094
2018
Q1 		$13K Buy
+267
New +$13.4K ﹤0.01% 579

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments's NEAR Position: Q3 2022 in Review

Gradient Investments sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 65 shares — an estimated $3K sold.

Gradient Investments first reported a position in NEAR in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Gradient Investments reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 65 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $3K.
  • Gradient Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 2 quarters.
  • Gradient Investments's iShares Short Maturity Bond ETF position peaked at $13K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.