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

Pinnacle 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
2022
Q2 		$3.44M Buy
69,935
+7,837
+13% +$387K 1.35% 10
2022
Q1 		$3.08M Buy
62,098
+3,440
+6% +$171K 0.96% 16
2021
Q4 		$2.93M Buy
+58,658
New +$2.93M 0.92% 19

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 $6.73T AUM 46.02% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Pinnacle Private Wealth's NEAR Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Short Maturity Bond ETF (NEAR) stake by 13% in Q2 2022, buying an estimated $387K and bringing the position to 69,935 shares worth $3.44M. The position accounts for 1.35% of the portfolio, ranked #10.

Pinnacle Private Wealth first reported a position in NEAR in Q4 2021 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Pinnacle Private Wealth held 69,935 shares of iShares Short Maturity Bond ETF worth $3.44M as of Q2 2022.
  • Pinnacle Private Wealth bought 7,837 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $387K.
  • iShares Short Maturity Bond ETF made up 1.35% of Pinnacle Private Wealth's portfolio in Q2 2022, its #10 holding.
  • Pinnacle Private Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.