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

HB 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
2022
Q4 		– Sell
-6,996
Closed -$345K – 704
2022
Q3 		$345K Sell
6,996
-11,086
-61% -$546K 0.01% 410
2022
Q2 		$891K Buy
18,082
+11,753
+186% +$581K 0.02% 262
2022
Q1 		$314K Buy
6,329
+2
+0% +$100 0.01% 441
2021
Q4 		$316K Buy
+6,327
New +$316K 0.01% 377

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HB Wealth Management's NEAR Position: Q4 2022 in Review

HB Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 6,996 shares — an estimated $345K sold.

HB Wealth Management first reported a position in NEAR in Q4 2021 and held it in 4 quarters. The position peaked at $891K in Q2 2022. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • HB Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 6,996 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $345K.
  • HB Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's iShares Short Maturity Bond ETF position peaked at $891K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.