SWP
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Significant Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Significant Wealth Partners’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
-8,184
Closed -$413K – 124
2024
Q1 		$413K Buy
+8,184
New +$413K 0.27% 88

Other funds holding NEAR

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BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $786B AUM 40.34% 1-Year Est. Return

Significant Wealth Partners's NEAR Position: Q2 2024 in Review

Significant Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 8,184 shares — an estimated $413K sold.

Significant Wealth Partners first reported a position in NEAR in Q1 2024 and held it in 1 quarter. The position peaked at $413K in Q1 2024. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Significant Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 8,184 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $413K.
  • Significant Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's iShares Short Maturity Bond ETF position peaked at $413K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.