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

Providence 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
Q4 		– Sell
-422
Closed -$21.6K – 248
2024
Q3 		$21.6K Hold
422
– – ﹤0.01% 213
2024
Q2 		$21.2K Hold
422
– – ﹤0.01% 205
2024
Q1 		$21.3K Buy
+422
New +$21.3K ﹤0.01% 203
2020
Q1 		– Sell
-600
Closed -$30K – 292
2019
Q4 		$30K Buy
+600
New +$30.2K 0.02% 140

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Providence Capital Advisors's NEAR Position: Q4 2024 in Review

Providence Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2024, closing a stake of 422 shares — an estimated $21.6K sold.

Providence Capital Advisors first reported a position in NEAR in Q4 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 348 funds tracked by Wall St. Rank hold NEAR as of Q4 2024.

  • Providence Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 422 iShares Short Maturity Bond ETF shares in Q4 2024, an estimated $21.6K.
  • Providence Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 4 quarters.
  • Providence Capital Advisors's iShares Short Maturity Bond ETF position peaked at $30K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.