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Onyx Bridge Wealth Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Onyx Bridge Wealth 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
Q4 		– Sell
-12,326
Closed -$606K – 205
2022
Q3 		$606K Buy
+12,326
New +$607K 0.28% 61

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Onyx Bridge Wealth Group's NEAR Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 12,326 shares — an estimated $606K sold.

Onyx Bridge Wealth Group first reported a position in NEAR in Q3 2022 and held it in 1 quarter. The position peaked at $606K in Q3 2022. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 12,326 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $606K.
  • Onyx Bridge Wealth Group first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's iShares Short Maturity Bond ETF position peaked at $606K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.