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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return