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Provence Wealth Management Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Provence Wealth Management Group’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
Q4 		$10.1K Hold
199
– – 0.01% 311
2023
Q3 		$9.93K Buy
+199
New +$9.9K 0.01% 305

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Provence Wealth Management Group's NEAR Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Short Maturity Bond ETF (NEAR) position steady in Q4 2023 at 199 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #311.

Provence Wealth Management Group first reported a position in NEAR in Q3 2023 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Provence Wealth Management Group held 199 shares of iShares Short Maturity Bond ETF worth $10.1K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Short Maturity Bond ETF share count unchanged in Q4 2023.
  • iShares Short Maturity Bond ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #311 holding.
  • Provence Wealth Management Group first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.