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

MY 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
2023 Q4	–	Sell	-41,001	Closed	-$2.05M	–	28
2023 Q3	$2.05M	Sell	41,001 -426	-1%	-$21.2K	2.03%	17
2023 Q2	$2.06M	Buy	41,427 +652	+2%	+$32.3K	1.88%	18
2023 Q1	$2.02M	Sell	40,775 -44	-0.1%	-$2.18K	2.03%	18
2022 Q4	$2.01M	Sell	40,819 -310	-0.8%	-$15.2K	3.06%	12
2022 Q3	$2.03M	Sell	41,129 -19,487	-32%	-$960K	2.17%	15
2022 Q2	$2.99M	Sell	60,616 -1,147	-2%	-$56.7K	3.22%	13
2022 Q1	$3.06M	Sell	61,763 -20,301	-25%	-$1.01M	2.84%	14
2021 Q4	$4.1M	Buy	+82,064	New	+$4.1M	3.6%	12

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MY Wealth Management's NEAR Position: Q4 2023 in Review

MY Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 41,001 shares — an estimated $2.05M sold.

MY Wealth Management first reported a position in NEAR in Q4 2021 and held it in 8 quarters. The position peaked at $4.1M in Q4 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

MY Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
MY Wealth Management sold 41,001 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $2.05M.
MY Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 8 quarters.
MY Wealth Management's iShares Short Maturity Bond ETF position peaked at $4.1M in Q4 2021.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on MY Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.