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

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-500	Closed	-$25K	–	1173
2022 Q2	$25K	Buy	+500	New	+$24.7K	﹤0.01%	1407
2022 Q1	–	Sell	-6,135	Closed	-$306K	–	750
2021 Q4	$306K	Sell	6,135 -397	-6%	-$19.9K	0.03%	509
2021 Q3	$328K	Hold	6,532	–	–	0.04%	473
2021 Q2	$328K	Buy	6,532 +500	+8%	+$25.1K	0.04%	469
2021 Q1	$303K	Sell	6,032 -353	-6%	-$17.7K	0.04%	469
2020 Q4	$320K	Hold	6,385	–	–	0.05%	410
2020 Q3	$320K	Hold	6,385	–	–	0.05%	369
2020 Q2	$319K	Hold	6,385	–	–	0.06%	367
2020 Q1	$310K	Sell	6,385 -3,069	-32%	-$153K	0.07%	319
2019 Q4	$475K	Sell	9,454 -446	-5%	-$22.4K	0.08%	289
2019 Q3	$498K	Buy	+9,900	New	+$498K	0.09%	262

Other funds holding NEAR

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SeaCrest Wealth Management's NEAR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 500 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in NEAR in Q3 2019 and held it in 11 quarters. The position peaked at $498K in Q3 2019. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 500 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $25K.
SeaCrest Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 11 quarters.
SeaCrest Wealth Management's iShares Short Maturity Bond ETF position peaked at $498K in Q3 2019.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.