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

Meridian 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
2024
Q1 		– Sell
-7,992
Closed -$404K – 388
2023
Q4 		$404K Sell
7,992
-3,211
-29% -$161K 0.03% 428
2023
Q3 		$559K Sell
11,203
-1,382
-11% -$68.7K 0.03% 344
2023
Q2 		$626K Buy
12,585
+2,211
+21% +$110K 0.05% 283
2023
Q1 		$515K Sell
10,374
-7,855
-43% -$389K 0.04% 312
2022
Q4 		$898K Sell
18,229
-1,665
-8% -$81.9K 0.09% 212
2022
Q3 		$980K Sell
19,894
-8,077
-29% -$398K 0.11% 189
2022
Q2 		$1.38M Sell
27,971
-48,415
-63% -$2.39M 0.11% 196
2022
Q1 		$3.79M Sell
76,386
-8,907
-10% -$443K 0.41% 48
2021
Q4 		$4.26M Sell
85,293
-84,994
-50% -$4.25M 0.45% 42
2021
Q3 		$8.54M Sell
170,287
-5,480
-3% -$275K 1.05% 15
2021
Q2 		$8.82M Buy
175,767
+162,751
+1,250% +$8.17M 1.12% 14
2021
Q1 		$653K Buy
+13,016
New +$653K 0.1% 180

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

Meridian Wealth Management's NEAR Position: Q1 2024 in Review

Meridian Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 7,992 shares — an estimated $404K sold.

Meridian Wealth Management first reported a position in NEAR in Q1 2021 and held it in 12 quarters. The position peaked at $8.82M in Q2 2021. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Meridian Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 7,992 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $404K.
  • Meridian Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 12 quarters.
  • Meridian Wealth Management's iShares Short Maturity Bond ETF position peaked at $8.82M in Q2 2021.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.