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

Nations Financial 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
2022
Q3 		– Sell
-53,560
Closed -$2.64M – 545
2022
Q2 		$2.64M Buy
53,560
+243
+0.5% +$12K 0.35% 67
2022
Q1 		$2.64M Buy
53,317
+15,904
+43% +$791K 0.32% 73
2021
Q4 		$1.87M Sell
37,413
-35,211
-48% -$1.76M 0.25% 97
2021
Q3 		$3.64M Buy
+72,624
New +$3.64M 0.55% 37

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nations Financial Group's NEAR Position: Q3 2022 in Review

Nations Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 53,560 shares — an estimated $2.64M sold.

Nations Financial Group first reported a position in NEAR in Q3 2021 and held it in 4 quarters. The position peaked at $3.64M in Q3 2021. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Nations Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Nations Financial Group sold 53,560 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $2.64M.
  • Nations Financial Group first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 4 quarters.
  • Nations Financial Group's iShares Short Maturity Bond ETF position peaked at $3.64M in Q3 2021.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Nations Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.