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

Howard 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
2023
Q1 		– Sell
-5,153
Closed -$254K – 115
2022
Q4 		$254K Sell
5,153
-9,147
-64% -$450K 0.21% 91
2022
Q3 		$704K Buy
14,300
+5,300
+59% +$261K 0.5% 53
2022
Q2 		$443K Sell
9,000
-17,974
-67% -$888K 0.47% 38
2022
Q1 		$1.34M Sell
26,974
-2,048
-7% -$102K 0.73% 38
2021
Q4 		$1.45M Sell
29,022
-6,417
-18% -$321K 0.76% 39
2021
Q3 		$1.78M Sell
35,439
-1,542
-4% -$77.3K 0.99% 29
2021
Q2 		$1.85M Sell
36,981
-1,597
-4% -$80.1K 1.02% 27
2021
Q1 		$1.94M Buy
38,578
+2,803
+8% +$141K 1.13% 23
2020
Q4 		$1.79M Buy
35,775
+6,195
+21% +$311K 1.12% 25
2020
Q3 		$1.48M Buy
29,580
+1,700
+6% +$85.1K 1.06% 27
2020
Q2 		$1.39M Buy
27,880
+4,730
+20% +$234K 1.14% 30
2020
Q1 		$1.12M Buy
23,150
+23,050
+23,050% +$1.15M 1.18% 26
2019
Q4 		$5K Buy
+100
New +$5.03K ﹤0.01% 400

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Howard Wealth Management's NEAR Position: Q1 2023 in Review

Howard Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 5,153 shares — an estimated $254K sold.

Howard Wealth Management first reported a position in NEAR in Q4 2019 and held it in 13 quarters. The position peaked at $1.94M in Q1 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • Howard Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Howard Wealth Management sold 5,153 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $254K.
  • Howard Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 13 quarters.
  • Howard Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.94M in Q1 2021.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Howard Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.