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RIA Advisory Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

RIA Advisory 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
Q2 		– Sell
-4,310
Closed -$214K – 128
2023
Q1 		$214K Sell
4,310
-206
-5% -$10.2K 0.1% 106
2022
Q4 		$222K Buy
+4,516
New +$222K 0.13% 79

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

RIA Advisory Group's NEAR Position: Q2 2023 in Review

RIA Advisory Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 4,310 shares — an estimated $214K sold.

RIA Advisory Group first reported a position in NEAR in Q4 2022 and held it in 2 quarters. The position peaked at $222K in Q4 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • RIA Advisory Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • RIA Advisory Group sold 4,310 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $214K.
  • RIA Advisory Group first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 2 quarters.
  • RIA Advisory Group's iShares Short Maturity Bond ETF position peaked at $222K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on RIA Advisory Group's 13F filing for Q2 2023, filed 25 Jul 2023.