Investors Research Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-88	Closed	-$4.38K	–	1097
2023 Q2	$4.38K	Hold	88	–	–	﹤0.01%	871
2023 Q1	$4.37K	Hold	88	–	–	﹤0.01%	891
2022 Q4	$4.34K	Hold	88	–	–	﹤0.01%	892
2022 Q3	$4K	Hold	88	–	–	﹤0.01%	892
2022 Q2	$4K	Hold	88	–	–	﹤0.01%	878
2022 Q1	$4K	Hold	88	–	–	﹤0.01%	869
2021 Q4	$4K	Hold	88	–	–	﹤0.01%	866
2021 Q3	$4K	Hold	88	–	–	﹤0.01%	884
2021 Q2	$4K	Hold	88	–	–	﹤0.01%	871
2021 Q1	$4K	Hold	88	–	–	﹤0.01%	861
2020 Q4	$4K	Hold	88	–	–	﹤0.01%	952
2020 Q3	$4K	Hold	88	–	–	﹤0.01%	948
2020 Q2	$4K	Hold	88	–	–	﹤0.01%	945
2020 Q1	$4K	Hold	88	–	–	﹤0.01%	936
2019 Q4	$4K	Hold	88	–	–	﹤0.01%	974
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	967
2019 Q2	$4K	Buy	+88	New	+$4.42K	﹤0.01%	908

Other funds holding NEAR

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investors Research Corp's NEAR Position: Q3 2023 in Review

Investors Research Corp sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 88 shares — an estimated $4.38K sold.

Investors Research Corp first reported a position in NEAR in Q2 2019 and held it in 17 quarters. The position peaked at $4.38K in Q2 2023. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

Investors Research Corp reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
Investors Research Corp sold 88 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $4.38K.
Investors Research Corp first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 17 quarters.
Investors Research Corp's iShares Short Maturity Bond ETF position peaked at $4.38K in Q2 2023.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Investors Research Corp's 13F filing for Q3 2023, filed 1 Nov 2023.