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Resurgent Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-853
Closed -$43.1K – 380
2023
Q4 		$43.1K Hold
853
– – 0.03% 362
2023
Q3 		$42.6K Hold
853
– – 0.03% 352
2023
Q2 		$42.4K Hold
853
– – 0.03% 357
2023
Q1 		$42.3K Hold
853
– – 0.03% 358
2022
Q4 		$42K Buy
+853
New +$41.9K 0.02% 464

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resurgent Financial Advisors's NEAR Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 853 shares — an estimated $43.1K sold.

Resurgent Financial Advisors first reported a position in NEAR in Q4 2022 and held it in 5 quarters. The position peaked at $43.1K in Q4 2023. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 853 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $43.1K.
  • Resurgent Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's iShares Short Maturity Bond ETF position peaked at $43.1K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.