Salem Investment Counselors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Salem Investment Counselors’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	-480	Closed	-$23.8K	–	1184
2023 Q1	$23.8K	Sell	480 -170	-26%	-$8.42K	﹤0.01%	661
2022 Q4	$32K	Buy	+650	New	+$32K	﹤0.01%	583
2021 Q3	–	Sell	-166	Closed	-$8K	–	999
2021 Q2	$8K	Hold	166	–	–	﹤0.01%	750
2021 Q1	$8K	Hold	166	–	–	﹤0.01%	716
2020 Q4	$8K	Hold	166	–	–	﹤0.01%	675
2020 Q3	$8K	Hold	166	–	–	﹤0.01%	577
2020 Q2	$8K	Hold	166	–	–	﹤0.01%	565
2020 Q1	$8K	Hold	166	–	–	﹤0.01%	540
2019 Q4	$8K	Hold	166	–	–	﹤0.01%	576
2019 Q3	$8K	Hold	166	–	–	﹤0.01%	549
2019 Q2	$8K	Buy	+166	New	+$8.34K	﹤0.01%	566
2017 Q2	–	Sell	-166	Closed	-$8K	–	718
2017 Q1	$8K	Buy	+166	New	+$8.33K	﹤0.01%	534

Other funds holding NEAR

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Salem Investment Counselors's NEAR Position: Q2 2023 in Review

Salem Investment Counselors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 480 shares — an estimated $23.8K sold.

Salem Investment Counselors first reported a position in NEAR in Q1 2017 and held it in 12 quarters. The position peaked at $32K in Q4 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

Salem Investment Counselors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
Salem Investment Counselors sold 480 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $23.8K.
Salem Investment Counselors first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 12 quarters.
Salem Investment Counselors's iShares Short Maturity Bond ETF position peaked at $32K in Q4 2022.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.