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Main Street Financial Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Main Street Financial Solutions’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
Q3 		– Sell
-5,159
Closed -$256K – 483
2023
Q2 		$256K Sell
5,159
-1,702
-25% -$84.4K 0.03% 379
2023
Q1 		$340K Sell
6,861
-776
-10% -$38.4K 0.05% 322
2022
Q4 		$376K Sell
7,637
-1,441
-16% -$70.8K 0.06% 283
2022
Q3 		$447K Sell
9,078
-6,861
-43% -$338K 0.07% 253
2022
Q2 		$785K Sell
15,939
-1,614
-9% -$79.8K 0.1% 180
2022
Q1 		$870K Buy
17,553
+3,521
+25% +$175K 0.13% 164
2021
Q4 		$701K Buy
14,032
+2,627
+23% +$131K 0.1% 200
2021
Q3 		$572K Buy
11,405
+1,693
+17% +$84.9K 0.09% 232
2021
Q2 		$487K Sell
9,712
-2,442
-20% -$123K 0.08% 248
2021
Q1 		$610K Sell
12,154
-2,148
-15% -$108K 0.11% 191
2020
Q4 		$718K Buy
+14,302
New +$717K 0.15% 149

Other funds holding NEAR

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Main Street Financial Solutions's NEAR Position: Q3 2023 in Review

Main Street Financial Solutions sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 5,159 shares — an estimated $256K sold.

Main Street Financial Solutions first reported a position in NEAR in Q4 2020 and held it in 11 quarters. The position peaked at $870K in Q1 2022. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

  • Main Street Financial Solutions reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Main Street Financial Solutions sold 5,159 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $256K.
  • Main Street Financial Solutions first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 11 quarters.
  • Main Street Financial Solutions's iShares Short Maturity Bond ETF position peaked at $870K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Main Street Financial Solutions's 13F filing for Q3 2023, filed 3 Nov 2023.