Stillwater Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stillwater Capital 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	-7,495	Closed	-$378K	–	63
2024 Q1	$378K	Sell	7,495 -146,344	-95%	-$7.38M	0.06%	58
2023 Q4	$7.77M	Sell	153,839 -23,106	-13%	-$1.16M	1.25%	29
2023 Q3	$8.83M	Sell	176,945 -10,380	-6%	-$516K	1.61%	29
2023 Q2	$9.31M	Sell	187,325 -12,594	-6%	-$625K	1.65%	27
2023 Q1	$9.92M	Sell	199,919 -30,364	-13%	-$1.5M	1.93%	24
2022 Q4	$11.3M	Sell	230,283 -71,327	-24%	-$3.51M	2.39%	23
2022 Q3	$14.9M	Sell	301,610 -40,953	-12%	-$2.02M	3.39%	8
2022 Q2	$16.9M	Sell	342,563 -7,937	-2%	-$392K	3.13%	10
2022 Q1	$17.4M	Buy	+350,500	New	+$17.4M	2.79%	11

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stillwater Capital Advisors's NEAR Position: Q2 2024 in Review

Stillwater Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 7,495 shares — an estimated $378K sold.

Stillwater Capital Advisors first reported a position in NEAR in Q1 2022 and held it in 9 quarters. The position peaked at $17.4M in Q1 2022. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

Stillwater Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
Stillwater Capital Advisors sold 7,495 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $378K.
Stillwater Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 9 quarters.
Stillwater Capital Advisors's iShares Short Maturity Bond ETF position peaked at $17.4M in Q1 2022.
321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Stillwater Capital Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.