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

V 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
2022 Q3	–	Sell	-5,992	Closed	-$295K	–	400
2022 Q2	$295K	Sell	5,992 -10	-0.2%	-$494	0.06%	314
2022 Q1	$298K	Sell	6,002 -386	-6%	-$19.2K	0.05%	349
2021 Q4	$319K	Sell	6,388 -132	-2%	-$6.6K	0.05%	347
2021 Q3	$327K	Buy	6,520 +4	+0.1%	+$201	0.05%	343
2021 Q2	$326K	Buy	6,516 +17	+0.3%	+$853	0.05%	346
2021 Q1	$326K	Sell	6,499 -82	-1%	-$4.12K	0.06%	327
2020 Q4	$330K	Buy	+6,581	New	+$330K	0.07%	291
2020 Q3	–	Sell	-23,295	Closed	-$1.17M	–	277
2020 Q2	$1.17M	Buy	23,295 +4,534	+24%	+$224K	0.3%	82
2020 Q1	$910K	Buy	+18,761	New	+$935K	0.28%	91

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJFSA

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

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

V Wealth Advisors's NEAR Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 5,992 shares — an estimated $295K sold.

V Wealth Advisors first reported a position in NEAR in Q1 2020 and held it in 9 quarters. The position peaked at $1.17M in Q2 2020. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

V Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 5,992 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $295K.
V Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 9 quarters.
V Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.17M in Q2 2020.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.