IWN
NEAR icon

Independent Wealth Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Independent Wealth Network’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
Q2 		– Sell
-5,343
Closed -$265K – 216
2023
Q1 		$265K Sell
5,343
-224
-4% -$11.1K 0.17% 146
2022
Q4 		$274K Sell
5,567
-194
-3% -$9.54K 0.19% 136
2022
Q3 		$284K Buy
5,761
+1,102
+24% +$54.3K 0.22% 125
2022
Q2 		$230K Buy
+4,659
New +$230K 0.17% 152
2022
Q1 		– Sell
-4,032
Closed -$201K – 224
2021
Q4 		$201K Buy
+4,032
New +$202K 0.12% 200

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Independent Wealth Network's NEAR Position: Q2 2023 in Review

Independent Wealth Network sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 5,343 shares — an estimated $265K sold.

Independent Wealth Network first reported a position in NEAR in Q4 2021 and held it in 5 quarters. The position peaked at $284K in Q3 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Independent Wealth Network reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Wealth Network sold 5,343 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $265K.
  • Independent Wealth Network first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 5 quarters.
  • Independent Wealth Network's iShares Short Maturity Bond ETF position peaked at $284K in Q3 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.