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

Sequoia 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
Q2 		– Sell
-7,756
Closed -$391K – 1271
2024
Q1 		$391K Buy
7,756
+117
+2% +$5.9K ﹤0.01% 771
2023
Q4 		$386K Hold
7,639
– – ﹤0.01% 830
2023
Q3 		$381K Sell
7,639
-1,005
-12% -$50K 0.01% 600
2023
Q2 		$430K Sell
8,644
-364
-4% -$18.1K 0.01% 572
2023
Q1 		$447K Hold
9,008
– – 0.01% 493
2022
Q4 		$444K Buy
+9,008
New +$443K 0.01% 465
2022
Q3 		– Sell
-11,008
Closed -$542K – 567
2022
Q2 		$542K Hold
11,008
– – 0.02% 309
2022
Q1 		$546K Buy
+11,008
New +$548K 0.01% 336

Other funds holding NEAR

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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Sequoia Financial Advisors's NEAR Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 7,756 shares — an estimated $391K sold.

Sequoia Financial Advisors first reported a position in NEAR in Q1 2022 and held it in 8 quarters. The position peaked at $546K in Q1 2022. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,756 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $391K.
  • Sequoia Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 8 quarters.
  • Sequoia Financial Advisors's iShares Short Maturity Bond ETF position peaked at $546K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.