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

Northwest 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 Q2	–	Sell	-4,050	Closed	-$201K	–	153
2023 Q1	$201K	Buy	+4,050	New	+$201K	0.08%	147
2022 Q2	–	Sell	-7,846	Closed	-$389K	–	153
2022 Q1	$389K	Hold	7,846	–	–	0.19%	97
2021 Q4	$392K	Buy	7,846 +130	+2%	+$6.5K	0.18%	94
2021 Q3	$387K	Hold	7,716	–	–	0.19%	89
2021 Q2	$387K	Hold	7,716	–	–	0.2%	86
2021 Q1	$387K	Buy	7,716 +716	+10%	+$35.9K	0.24%	80
2020 Q4	$351K	Hold	7,000	–	–	0.24%	83
2020 Q3	$351K	Buy	+7,000	New	+$351K	0.29%	74

Other funds holding NEAR

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Northwest Wealth Management's NEAR Position: Q2 2023 in Review

Northwest Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 4,050 shares — an estimated $201K sold.

Northwest Wealth Management first reported a position in NEAR in Q3 2020 and held it in 8 quarters. The position peaked at $392K in Q4 2021. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

Northwest Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
Northwest Wealth Management sold 4,050 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $201K.
Northwest Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 8 quarters.
Northwest Wealth Management's iShares Short Maturity Bond ETF position peaked at $392K in Q4 2021.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Northwest Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.