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

NEIRG 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 Q3	–	Sell	-17,561	Closed	-$873K	–	77
2023 Q2	$873K	Buy	17,561 +306	+2%	+$15.2K	0.16%	85
2023 Q1	$856K	Buy	17,255 +735	+4%	+$36.4K	0.15%	89
2022 Q4	$814K	Sell	16,520 -2,305	-12%	-$113K	0.15%	94
2022 Q3	$927K	Buy	18,825 +993	+6%	+$48.9K	0.19%	91
2022 Q2	$878K	Sell	17,832 -3,063	-15%	-$151K	0.19%	90
2022 Q1	$1.04M	Buy	20,895 +3,994	+24%	+$199K	0.2%	86
2021 Q4	$844K	Buy	+16,901	New	+$845K	0.16%	67

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

RJFSA

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

NEIRG Wealth Management's NEAR Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 17,561 shares — an estimated $873K sold.

NEIRG Wealth Management first reported a position in NEAR in Q4 2021 and held it in 7 quarters. The position peaked at $1.04M in Q1 2022. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 17,561 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $873K.
NEIRG Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.04M in Q1 2022.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.