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Total Clarity Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Total Clarity Wealth 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
2024
Q2 		– Sell
-27,657
Closed -$1.4M – 281
2024
Q1 		$1.4M Buy
27,657
+35
+0.1% +$1.77K 0.49% 52
2023
Q4 		$1.4M Buy
27,622
+179
+0.7% +$8.96K 0.57% 49
2023
Q3 		$1.37M Sell
27,443
-18,824
-41% -$936K 0.66% 42
2023
Q2 		$2.3M Sell
46,267
-131,848
-74% -$6.54M 1.14% 17
2023
Q1 		$8.83M Buy
178,115
+74,040
+71% +$3.67M 4.8% 2
2022
Q4 		$5.13M Buy
104,075
+73,643
+242% +$3.62M 2.61% 2
2022
Q3 		$1.5M Sell
30,432
-208
-0.7% -$10.3K 0.94% 25
2022
Q2 		$1.51M Sell
30,640
-99
-0.3% -$4.89K 0.78% 29
2022
Q1 		$1.52M Sell
30,739
-869
-3% -$43.2K 0.84% 33
2021
Q4 		$1.58M Buy
31,608
+1,480
+5% +$74K 0.72% 31
2021
Q3 		$1.51M Buy
30,128
+1,478
+5% +$74.1K 0.72% 34
2021
Q2 		$1.44M Buy
28,650
+18,120
+172% +$909K 0.8% 36
2021
Q1 		$529K Buy
+10,530
New +$529K 0.3% 80
2020
Q1 		– Sell
-6,023
Closed -$303K – 435
2019
Q4 		$303K Buy
+6,023
New +$303K 0.23% 93

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
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
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Clarity Wealth Management's NEAR Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 27,657 shares — an estimated $1.4M sold.

Total Clarity Wealth Management first reported a position in NEAR in Q4 2019 and held it in 14 quarters. The position peaked at $8.83M in Q1 2023. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Total Clarity Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 27,657 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $1.4M.
  • Total Clarity Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 14 quarters.
  • Total Clarity Wealth Management's iShares Short Maturity Bond ETF position peaked at $8.83M in Q1 2023.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.