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Mather Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mather Group’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
Q3 		– Sell
-100
Closed -$5.05K – 2020
2024
Q2 		$5.05K Sell
100
-235
-70% -$11.8K ﹤0.01% 1620
2024
Q1 		$16.9K Buy
+335
New +$16.9K ﹤0.01% 1089
2020
Q4 		– Sell
-10,998
Closed -$551K – 263
2020
Q3 		$551K Sell
10,998
-20,199
-65% -$1.01M 0.02% 131
2020
Q2 		$1.56M Sell
31,197
-33,085
-51% -$1.64M 0.07% 66
2020
Q1 		$3.12M Buy
64,282
+5,380
+9% +$268K 0.22% 46
2019
Q4 		$2.96M Buy
+58,902
New +$2.96M 0.19% 46

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Mather Group's NEAR Position: Q3 2024 in Review

Mather Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 100 shares — an estimated $5.05K sold.

Mather Group first reported a position in NEAR in Q4 2019 and held it in 6 quarters. The position peaked at $3.12M in Q1 2020. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Mather Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 100 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $5.05K.
  • Mather Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 6 quarters.
  • Mather Group's iShares Short Maturity Bond ETF position peaked at $3.12M in Q1 2020.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.