LWM
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Ledge Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Ledge 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
Q2 		– Sell
-5,635
Closed -$280K – 68
2023
Q1 		$280K Sell
5,635
-265
-4% -$13.1K 0.13% 57
2022
Q4 		$291K Buy
+5,900
New +$290K 0.13% 65
2022
Q3 		– Sell
-6,152
Closed -$303K – 71
2022
Q2 		$303K Sell
6,152
-3,022
-33% -$149K 0.19% 59
2022
Q1 		$455K Buy
+9,174
New +$456K 0.28% 57

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

Ledge Wealth Management's NEAR Position: Q2 2023 in Review

Ledge Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 5,635 shares — an estimated $280K sold.

Ledge Wealth Management first reported a position in NEAR in Q1 2022 and held it in 4 quarters. The position peaked at $455K in Q1 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Ledge Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 5,635 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $280K.
  • Ledge Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's iShares Short Maturity Bond ETF position peaked at $455K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

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