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Laurel Wealth Advisors (North Carolina)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1,318
Closed -$66.6K – 647
2023
Q4 		$66.6K Sell
1,318
-199
-13% -$9.96K 0.01% 261
2023
Q3 		$75.7K Sell
1,517
-93
-6% -$4.63K 0.02% 244
2023
Q2 		$80K Hold
1,610
– – 0.02% 248
2023
Q1 		$79.8K Hold
1,610
– – 0.02% 245
2022
Q4 		$79.3K Sell
1,610
-153
-9% -$7.52K 0.02% 226
2022
Q3 		$87K Buy
+1,763
New +$86.9K 0.02% 211
2020
Q1 		– Sell
-549
Closed -$28K – 546
2019
Q4 		$28K Buy
+549
New +$27.6K 0.01% 296

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s NEAR Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 1,318 shares — an estimated $66.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NEAR in Q4 2019 and held it in 7 quarters. The position peaked at $87K in Q3 2022. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,318 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $66.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Short Maturity Bond ETF position peaked at $87K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.