HR
NEAR icon

Howe & Rusling’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-485
Closed -$24K – 1146
2022
Q2 		$24K Buy
+485
New +$24K ﹤0.01% 399
2020
Q4 		– Sell
-12,000
Closed -$601K – 979
2020
Q3 		$601K Buy
+12,000
New +$601K 0.1% 93
2017
Q3 		– Sell
-132
Closed -$7K – 936
2017
Q2 		$7K Buy
+132
New +$6.63K ﹤0.01% 552

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howe & Rusling's NEAR Position: Q3 2022 in Review

Howe & Rusling sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 485 shares — an estimated $24K sold.

Howe & Rusling first reported a position in NEAR in Q2 2017 and held it in 3 quarters. The position peaked at $601K in Q3 2020. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Howe & Rusling reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 485 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $24K.
  • Howe & Rusling first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 3 quarters.
  • Howe & Rusling's iShares Short Maturity Bond ETF position peaked at $601K in Q3 2020.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.