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Valley Wealth Managers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Valley Wealth Managers’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
-359
Closed -$18.1K – 430
2024
Q2 		$18.1K Hold
359
– – ﹤0.01% 267
2024
Q1 		$18.1K Hold
359
– – ﹤0.01% 244
2023
Q4 		$18.1K Hold
359
– – ﹤0.01% 254
2023
Q3 		$17.9K Buy
+359
New +$17.9K ﹤0.01% 262

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

Valley Wealth Managers's NEAR Position: Q3 2024 in Review

Valley Wealth Managers sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 359 shares — an estimated $18.1K sold.

Valley Wealth Managers first reported a position in NEAR in Q3 2023 and held it in 4 quarters. The position peaked at $18.1K in Q4 2023. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Valley Wealth Managers reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 359 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $18.1K.
  • Valley Wealth Managers first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 4 quarters.
  • Valley Wealth Managers's iShares Short Maturity Bond ETF position peaked at $18.1K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.