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Tyler-Stone Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-615
Closed -$31K – 716
2024
Q2 		$31K Sell
615
-600
-49% -$30.1K 0.01% 446
2024
Q1 		$61.3K Buy
+1,215
New +$61.3K 0.03% 343
2022
Q4 		– Sell
-400
Closed -$20K – 890
2022
Q3 		$20K Buy
+400
New +$19.7K 0.02% 437

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
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

Tyler-Stone Wealth Management's NEAR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 615 shares — an estimated $31K sold.

Tyler-Stone Wealth Management first reported a position in NEAR in Q3 2022 and held it in 3 quarters. The position peaked at $61.3K in Q1 2024. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 615 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $31K.
  • Tyler-Stone Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2022 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares Short Maturity Bond ETF position peaked at $61.3K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.