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Parcion Private Wealth’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Parcion Private Wealth’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
-4,720
Closed -$234K – 187
2023
Q1 		$234K Buy
+4,720
New +$234K 0.02% 178

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Parcion Private Wealth's NEAR Position: Q2 2023 in Review

Parcion Private Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 4,720 shares — an estimated $234K sold.

Parcion Private Wealth first reported a position in NEAR in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Parcion Private Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Parcion Private Wealth sold 4,720 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $234K.
  • Parcion Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q1 2023 and held it in 1 quarter.
  • Parcion Private Wealth's iShares Short Maturity Bond ETF position peaked at $234K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Parcion Private Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.