JSW
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Journey Strategic Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Journey Strategic Wealth’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
-8,400
Closed -$414K – 193
2022
Q2 		$414K Hold
8,400
– – 0.06% 67
2022
Q1 		$416K Sell
8,400
-700
-8% -$34.8K 0.05% 67
2021
Q4 		$455K Buy
+9,100
New +$455K 0.05% 79

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

Journey Strategic Wealth's NEAR Position: Q3 2022 in Review

Journey Strategic Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 8,400 shares — an estimated $414K sold.

Journey Strategic Wealth first reported a position in NEAR in Q4 2021 and held it in 3 quarters. The position peaked at $455K in Q4 2021. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Journey Strategic Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,400 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $414K.
  • Journey Strategic Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 3 quarters.
  • Journey Strategic Wealth's iShares Short Maturity Bond ETF position peaked at $455K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Journey Strategic Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.