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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NEAR Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 12,173 shares — an estimated $614K sold.

Heritage Wealth Management (Arizona) first reported a position in NEAR in Q1 2021 and held it in 9 quarters. The position peaked at $3.02M in Q4 2022. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 12,173 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $614K.
Heritage Wealth Management (Arizona) first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s iShares Short Maturity Bond ETF position peaked at $3.02M in Q4 2022.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.