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Lumature Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lumature Wealth Partners’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 		$80.4K Hold
1,618
– – 0.05% 200
2023
Q1 		$80.3K Sell
1,618
-125
-7% -$6.19K 0.05% 197
2022
Q4 		$85.9K Sell
1,743
-323
-16% -$15.9K 0.05% 193
2022
Q3 		$102K Sell
2,066
-60,741
-97% -$2.99M 0.05% 191
2022
Q2 		$3.09M Buy
62,807
+61,871
+6,610% +$3.06M 1.38% 14
2022
Q1 		$46K Sell
936
-178
-16% -$8.86K 0.02% 261
2021
Q4 		$56K Sell
1,114
-457
-29% -$22.9K 0.02% 223
2021
Q3 		$79K Sell
1,571
-165
-10% -$8.27K 0.03% 199
2021
Q2 		$87K Sell
1,736
-56
-3% -$2.81K 0.04% 187
2021
Q1 		$90K Buy
+1,792
New +$90K 0.05% 174

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

Lumature Wealth Partners's NEAR Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2023 at 1,618 shares worth $80.4K. The position accounts for 0.05% of the portfolio, ranked #200.

Lumature Wealth Partners first reported a position in NEAR in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.09M in Q2 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Lumature Wealth Partners held 1,618 shares of iShares Short Maturity Bond ETF worth $80.4K as of Q2 2023.
  • Lumature Wealth Partners left its iShares Short Maturity Bond ETF share count unchanged in Q2 2023.
  • iShares Short Maturity Bond ETF made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #200 holding.
  • Lumature Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's iShares Short Maturity Bond ETF position peaked at $3.09M in Q2 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.