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Strategic Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Strategic Asset 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
2022
Q3 		$1.43M Sell
1,075
-26,975
-96% -$1.33M 2.47% 10
2022
Q2 		$1.38M Sell
28,050
-1,718
-6% -$84.9K 2.22% 11
2022
Q1 		$1.48M Sell
29,768
-2,448
-8% -$122K 2.09% 12
2021
Q4 		$1.61M Sell
32,216
-4,018
-11% -$201K 2.24% 10
2021
Q3 		$1.82M Buy
+36,234
New +$1.82M 2.55% 9

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

Strategic Asset Management's NEAR Position: Q3 2022 in Review

Strategic Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 96% in Q3 2022, selling an estimated $1.33M and leaving 1,075 shares worth $1.43M. The position accounts for 2.47% of the portfolio, ranked #10.

Strategic Asset Management first reported a position in NEAR in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.82M in Q3 2021. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Strategic Asset Management held 1,075 shares of iShares Short Maturity Bond ETF worth $1.43M as of Q3 2022.
  • Strategic Asset Management sold 26,975 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $1.33M.
  • iShares Short Maturity Bond ETF made up 2.47% of Strategic Asset Management's portfolio in Q3 2022, its #10 holding.
  • Strategic Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares Short Maturity Bond ETF position peaked at $1.82M in Q3 2021.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.