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Moneta Group Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Moneta Group Investment Advisors’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
-4,638
Closed -$234K – 624
2023
Q4 		$234K Buy
+4,638
New +$232K ﹤0.01% 499
2023
Q2 		– Sell
-5,681
Closed -$282K – 563
2023
Q1 		$282K Buy
+5,681
New +$281K 0.01% 425

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

Moneta Group Investment Advisors's NEAR Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 4,638 shares — an estimated $234K sold.

Moneta Group Investment Advisors first reported a position in NEAR in Q1 2023 and held it in 2 quarters. The position peaked at $282K in Q1 2023. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,638 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $234K.
  • Moneta Group Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 2 quarters.
  • Moneta Group Investment Advisors's iShares Short Maturity Bond ETF position peaked at $282K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.