Prosperity Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Prosperity Capital 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	-5,775	Closed	-$291K	–	342
2024 Q1	$291K	Buy	5,775 +1,817	+46%	+$91.7K	0.03%	264
2023 Q4	$200K	Buy	+3,958	New	+$198K	0.02%	254
2023 Q3	–	Sell	-4,551	Closed	-$226K	–	246
2023 Q2	$226K	Buy	4,551 +322	+8%	+$16K	0.03%	208
2023 Q1	$210K	Hold	4,229	–	–	0.03%	194
2022 Q4	$208K	Buy	+4,229	New	+$208K	0.06%	183

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $666B AUM 30.12% 1-Year Est. Return

Prosperity Capital Advisors's NEAR Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 5,775 shares — an estimated $291K sold.

Prosperity Capital Advisors first reported a position in NEAR in Q4 2022 and held it in 5 quarters. The position peaked at $291K in Q1 2024. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

Prosperity Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 5,775 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $291K.
Prosperity Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 5 quarters.
Prosperity Capital Advisors's iShares Short Maturity Bond ETF position peaked at $291K in Q1 2024.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.