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Personal Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Personal Wealth Partners’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
Q2 		– Sell
-20,002
Closed -$991K – 45
2022
Q1 		$991K Sell
20,002
-250
-1% -$12.4K 0.43% 28
2021
Q4 		$1.01M Buy
20,252
+1,119
+6% +$56K 0.42% 29
2021
Q3 		$959K Hold
19,133
– – 0.4% 29
2021
Q2 		$960K Sell
19,133
-1,640
-8% -$82.3K 0.39% 31
2021
Q1 		$1.04M Sell
20,773
-7,207
-26% -$362K 0.47% 29
2020
Q4 		$1.4M Sell
27,980
-600
-2% -$30.1K 0.66% 20
2020
Q3 		$1.43M Buy
28,580
+2,378
+9% +$119K 0.75% 19
2020
Q2 		$1.31M Buy
26,202
+409
+2% +$20.2K 0.72% 19
2020
Q1 		$1.25M Sell
25,793
-1,028
-4% -$51.2K 0.75% 17
2019
Q4 		$1.35M Buy
26,821
+15,730
+142% +$791K 0.58% 24
2019
Q3 		$558K Buy
11,091
+3,400
+44% +$171K 0.26% 37
2019
Q2 		$387K Buy
+7,691
New +$386K 0.18% 41

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Personal Wealth Partners's NEAR Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 20,002 shares — an estimated $991K sold.

Personal Wealth Partners first reported a position in NEAR in Q2 2019 and held it in 12 quarters. The position peaked at $1.43M in Q3 2020. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 20,002 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $991K.
  • Personal Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 12 quarters.
  • Personal Wealth Partners's iShares Short Maturity Bond ETF position peaked at $1.43M in Q3 2020.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.