Laird Norton Wetherby Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Sell	-4,031	Closed	-$201K	–	961
2023 Q3	$201K	Hold	4,031	–	–	0.01%	818
2023 Q2	$200K	Sell	4,031 -4,036	-50%	-$200K	0.01%	855
2023 Q1	$400K	Hold	8,067	–	–	0.02%	609
2022 Q4	$397K	Hold	8,067	–	–	0.03%	593
2022 Q3	$397K	Hold	8,067	–	–	0.03%	566
2022 Q2	$397K	Hold	8,067	–	–	0.03%	574
2022 Q1	$400K	Sell	8,067 -2,623	-25%	-$131K	0.02%	589
2021 Q4	$534K	Buy	10,690 +5,206	+95%	+$260K	0.03%	499
2021 Q3	$275K	Hold	5,484	–	–	0.02%	750
2021 Q2	$275K	Hold	5,484	–	–	0.02%	747
2021 Q1	$275K	Hold	5,484	–	–	0.02%	635
2020 Q4	$275K	Hold	5,484	–	–	0.02%	695
2020 Q3	$275K	Hold	5,484	–	–	0.02%	545
2020 Q2	$274K	Hold	5,484	–	–	0.03%	548
2020 Q1	$266K	Hold	5,484	–	–	0.03%	483
2019 Q4	$276K	Sell	5,484 -92	-2%	-$4.63K	0.03%	559
2019 Q3	$281K	Sell	5,576 -372	-6%	-$18.7K	0.03%	568
2019 Q2	$299K	Buy	5,948 +464	+8%	+$23.3K	0.03%	535
2019 Q1	$276K	Hold	5,484	–	–	0.03%	539
2018 Q4	$273K	Hold	5,484	–	–	0.04%	494
2018 Q3	$275K	Hold	5,484	–	–	0.03%	519
2018 Q2	$275K	Hold	5,484	–	–	0.04%	504
2018 Q1	$275K	Sell	5,484 -230	-4%	-$11.5K	0.04%	498
2017 Q4	$286K	Buy	+5,714	New	+$287K	0.04%	485

Other funds holding NEAR

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

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

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

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

Laird Norton Wetherby Wealth Management's NEAR Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 4,031 shares — an estimated $201K sold.

Laird Norton Wetherby Wealth Management first reported a position in NEAR in Q4 2017 and held it in 24 quarters. The position peaked at $534K in Q4 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,031 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $201K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 24 quarters.
Laird Norton Wetherby Wealth Management's iShares Short Maturity Bond ETF position peaked at $534K in Q4 2021.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.