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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return