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Herold Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Herold Advisors’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
Q2 		– Sell
-572
Closed -$28.4K – 494
2022
Q1 		$28.4K Buy
+572
New +$28.5K 0.01% 461
2021
Q4 		– Sell
-572
Closed -$28K – 481
2021
Q3 		$28K Buy
+572
New +$28.7K 0.01% 470

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Herold Advisors's NEAR Position: Q2 2022 in Review

Herold Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 572 shares — an estimated $28.4K sold.

Herold Advisors first reported a position in NEAR in Q3 2021 and held it in 2 quarters. The position peaked at $28.4K in Q1 2022. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Herold Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 572 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $28.4K.
  • Herold Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Short Maturity Bond ETF position peaked at $28.4K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.