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

TriaGen 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
2023 Q1	–	Sell	-4,070	Closed	-$201K	–	178
2022 Q4	$201K	Sell	4,070 -400	-9%	-$19.7K	0.11%	160
2022 Q3	$220K	Hold	4,470	–	–	0.12%	150
2022 Q2	$220K	Sell	4,470 -1,300	-23%	-$64.3K	0.16%	140
2022 Q1	$286K	Buy	+5,770	New	+$287K	0.15%	143
2021 Q2	–	Sell	-13,627	Closed	-$684K	–	196
2021 Q1	$684K	Hold	13,627	–	–	0.39%	79
2020 Q4	$684K	Buy	+13,627	New	+$683K	0.4%	81

Other funds holding NEAR

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

BlackRock New York $5.72T AUM 30.48% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TriaGen Wealth Management's NEAR Position: Q1 2023 in Review

TriaGen Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 4,070 shares — an estimated $201K sold.

TriaGen Wealth Management first reported a position in NEAR in Q4 2020 and held it in 6 quarters. The position peaked at $684K in Q1 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

TriaGen Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
TriaGen Wealth Management sold 4,070 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $201K.
TriaGen Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 6 quarters.
TriaGen Wealth Management's iShares Short Maturity Bond ETF position peaked at $684K in Q1 2021.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.