Outlook Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Outlook Wealth Advisors’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
2024 Q2	–	Sell	-99,718	Closed	-$5.03M	–	281
2024 Q1	$5.03M	Buy	99,718 +8,197	+9%	+$414K	1.55%	13
2023 Q4	$4.62M	Sell	91,521 -8,166	-8%	-$409K	1.62%	16
2023 Q3	$4.97M	Sell	99,687 -2,124	-2%	-$106K	1.9%	12
2023 Q2	$5.06M	Sell	101,811 -5,503	-5%	-$273K	1.91%	12
2023 Q1	$5.32M	Buy	+107,314	New	+$5.31M	2.37%	8
2021 Q1	–	Sell	-4,651	Closed	-$233K	–	196
2020 Q4	$233K	Sell	4,651 -89,622	-95%	-$4.49M	0.08%	174
2020 Q3	$4.72M	Buy	94,273 +8,917	+10%	+$447K	1.88%	13
2020 Q2	$4.27M	Sell	85,356 -73,910	-46%	-$3.65M	1.81%	13
2020 Q1	$7.72M	Buy	+159,266	New	+$7.93M	4.36%	3

Other funds holding NEAR

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

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

CCA

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

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

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

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

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

RJFSA

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

Outlook Wealth Advisors's NEAR Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 99,718 shares — an estimated $5.03M sold.

Outlook Wealth Advisors first reported a position in NEAR in Q1 2020 and held it in 9 quarters. The position peaked at $7.72M in Q1 2020. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

Outlook Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 99,718 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $5.03M.
Outlook Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 9 quarters.
Outlook Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $7.72M in Q1 2020.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.