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

Ten Capital Wealth 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
2023 Q2	–	Sell	-69	Closed	-$3.42K	–	407
2023 Q1	$3.42K	Hold	69	–	–	﹤0.01%	441
2022 Q4	$3.4K	Hold	69	–	–	﹤0.01%	411
2022 Q3	$3K	Hold	69	–	–	﹤0.01%	461
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	371
2022 Q1	$3K	Hold	69	–	–	﹤0.01%	410
2021 Q4	$3K	Hold	69	–	–	﹤0.01%	398
2021 Q3	$3K	Hold	69	–	–	﹤0.01%	349
2021 Q2	$3K	Hold	69	–	–	﹤0.01%	396
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	314
2020 Q4	$3K	Buy	+69	New	+$3.46K	﹤0.01%	320

Other funds holding NEAR

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's NEAR Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 69 shares — an estimated $3.42K sold.

Ten Capital Wealth Advisors first reported a position in NEAR in Q4 2020 and held it in 10 quarters. The position peaked at $3.42K in Q1 2023. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 69 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $3.42K.
Ten Capital Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $3.42K in Q1 2023.
330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.