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

ICA Group 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
2024 Q2	$11.1K	Buy	220 +43	+24%	+$2.16K	0.01%	464
2024 Q1	$8.94K	Buy	177 +170	+2,429%	+$8.58K	﹤0.01%	912
2023 Q4	$357	Buy	+7	New	+$350	﹤0.01%	1295
2023 Q3	–	Sell	-195	Closed	-$9.7K	–	834
2023 Q2	$9.7K	Buy	195 +188	+2,686%	+$9.33K	﹤0.01%	843
2023 Q1	$350	Sell	7 -82	-92%	-$4.06K	﹤0.01%	1219
2022 Q4	$4.39K	Buy	+89	New	+$4.38K	﹤0.01%	996

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $666B AUM 30.12% 1-Year Est. Return

ICA Group Wealth Management's NEAR Position: Q2 2024 in Review

ICA Group Wealth Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 24% in Q2 2024, buying an estimated $2.16K and bringing the position to 220 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #464.

ICA Group Wealth Management first reported a position in NEAR in Q4 2022 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

ICA Group Wealth Management held 220 shares of iShares Short Maturity Bond ETF worth $11.1K as of Q2 2024.
ICA Group Wealth Management bought 43 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $2.16K.
iShares Short Maturity Bond ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #464 holding.
ICA Group Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 6 quarters since.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.