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

Stonebridge 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
2022
Q3 		– Sell
-120
Closed -$6K – 1079
2022
Q2 		$6K Buy
+120
New +$5.93K ﹤0.01% 689

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonebridge Capital Advisors's NEAR Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 120 shares — an estimated $6K sold.

Stonebridge Capital Advisors first reported a position in NEAR in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Stonebridge Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 120 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $6K.
  • Stonebridge Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's iShares Short Maturity Bond ETF position peaked at $6K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.