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

Shelton 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
2023
Q1 		– Sell
-15,090
Closed -$743K – 71
2022
Q4 		$743K Buy
+15,090
New +$742K 0.59% 28

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Shelton Wealth Management's NEAR Position: Q1 2023 in Review

Shelton Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 15,090 shares — an estimated $743K sold.

Shelton Wealth Management first reported a position in NEAR in Q4 2022 and held it in 1 quarter. The position peaked at $743K in Q4 2022. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • Shelton Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Shelton Wealth Management sold 15,090 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $743K.
  • Shelton Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and held it in 1 quarter.
  • Shelton Wealth Management's iShares Short Maturity Bond ETF position peaked at $743K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Shelton Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.