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Mine & Arao Wealth Creation & Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-858
Closed -$43.3K – 259
2024
Q1 		$43.3K Hold
858
– – 0.02% 148
2023
Q4 		$43.3K Hold
858
– – 0.02% 145
2023
Q3 		$42.8K Sell
858
-500
-37% -$24.9K 0.03% 142
2023
Q2 		$67.5K Buy
+1,358
New +$67.4K 0.04% 124

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's NEAR Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 858 shares — an estimated $43.3K sold.

Mine & Arao Wealth Creation & Management first reported a position in NEAR in Q2 2023 and held it in 4 quarters. The position peaked at $67.5K in Q2 2023. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 858 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $43.3K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Short Maturity Bond ETF in Q2 2023 and held it in 4 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Short Maturity Bond ETF position peaked at $67.5K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.