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Heritage Wealth Management (Arizona)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Heritage Wealth Management (Arizona)’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
-12,173
Closed -$614K – 184
2024
Q1 		$614K Buy
12,173
+19
+0.2% +$959 0.31% 71
2023
Q4 		$614K Buy
+12,154
New +$608K 0.33% 70
2022
Q4 		$3.02M Buy
61,210
+29,746
+95% +$1.46M 0.43% 43
2022
Q3 		$1.55M Buy
31,464
+2,397
+8% +$118K 0.5% 41
2022
Q2 		$1.43M Buy
29,067
+4,551
+19% +$225K 0.48% 43
2022
Q1 		$1.22M Buy
+24,516
New +$1.22M 0.33% 59
2021
Q3 		$1.04M Sell
20,824
-105
-0.5% -$5.26K 0.37% 49
2021
Q2 		$1.05M Buy
20,929
+1,080
+5% +$54.2K 0.4% 58
2021
Q1 		$996K Buy
+19,849
New +$996K 0.56% 44

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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 $564B AUM 30.12% 1-Year Est. Return