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

Tradition 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
Q1 		– Sell
-3,105
Closed -$157K – 895
2023
Q4 		$157K Buy
3,105
+2
+0.1% +$100 0.02% 361
2023
Q3 		$155K Buy
3,103
+1
+0% +$50 0.02% 340
2023
Q2 		$154K Sell
3,102
-616
-17% -$30.6K 0.02% 353
2023
Q1 		$184K Buy
3,718
+1
+0% +$50 0.02% 309
2022
Q4 		$183K Sell
3,717
-205
-5% -$10.1K 0.03% 274
2022
Q3 		$193K Sell
3,922
-1,998
-34% -$98.5K 0.03% 260
2022
Q2 		$292K Buy
5,920
+1
+0% +$49 0.04% 219
2022
Q1 		$293K Sell
5,919
-4,555
-43% -$227K 0.04% 249
2021
Q4 		$523K Sell
10,474
-2,560
-20% -$128K 0.07% 181
2021
Q3 		$654K Buy
13,034
+502
+4% +$25.2K 0.09% 148
2021
Q2 		$629K Buy
12,532
+753
+6% +$37.8K 0.09% 161
2021
Q1 		$591K Buy
11,779
+8,102
+220% +$407K 0.1% 149
2020
Q4 		$184K Buy
+3,677
New +$184K 0.04% 239

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's NEAR Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 3,105 shares — an estimated $157K sold.

Tradition Wealth Management first reported a position in NEAR in Q4 2020 and held it in 13 quarters. The position peaked at $654K in Q3 2021. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 3,105 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $157K.
  • Tradition Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares Short Maturity Bond ETF position peaked at $654K in Q3 2021.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.