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

SteelPeak Wealth’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
-4,708
Closed -$232K – 437
2022
Q4 		$232K Sell
4,708
-195
-4% -$9.59K 0.02% 348
2022
Q3 		$242K Buy
4,903
+334
+7% +$16.5K 0.02% 349
2022
Q2 		$225K Sell
4,569
-2,087
-31% -$103K 0.02% 362
2022
Q1 		$330K Buy
+6,656
New +$331K 0.02% 340
2021
Q3 		– Sell
-6,147
Closed -$308K – 462
2021
Q2 		$308K Sell
6,147
-1,507
-20% -$75.6K 0.02% 333
2021
Q1 		$384K Sell
7,654
-4,203
-35% -$211K 0.03% 262
2020
Q4 		$595K Sell
11,857
-105,359
-90% -$5.28M 0.05% 194
2020
Q3 		$5.87M Sell
117,216
-147,098
-56% -$7.37M 0.63% 40
2020
Q2 		$13.2M Buy
264,314
+69,967
+36% +$3.46M 1.67% 12
2020
Q1 		$9.42M Buy
194,347
+11,510
+6% +$573K 1.49% 12
2019
Q4 		$9.19M Buy
+182,837
New +$9.19M 1.27% 16

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

SteelPeak Wealth's NEAR Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 4,708 shares — an estimated $232K sold.

SteelPeak Wealth first reported a position in NEAR in Q4 2019 and held it in 11 quarters. The position peaked at $13.2M in Q2 2020. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • SteelPeak Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 4,708 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $232K.
  • SteelPeak Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 11 quarters.
  • SteelPeak Wealth's iShares Short Maturity Bond ETF position peaked at $13.2M in Q2 2020.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

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