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

Wealth Alliance’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
Q2 		– Sell
-9,967
Closed -$494K – 525
2023
Q1 		$494K Buy
9,967
+966
+11% +$47.8K 0.08% 241
2022
Q4 		$443K Buy
9,001
+3,999
+80% +$197K 0.08% 254
2022
Q3 		$246K Sell
5,002
-170
-3% -$8.38K 0.05% 376
2022
Q2 		$255K Sell
5,172
-1,581
-23% -$78.1K 0.05% 366
2022
Q1 		$335K Sell
6,753
-624
-8% -$31.1K 0.07% 306
2021
Q4 		$368K Sell
7,377
-102
-1% -$5.1K 0.07% 288
2021
Q3 		$375K Sell
7,479
-163
-2% -$8.17K 0.08% 274
2021
Q2 		$383K Sell
7,642
-1,383
-15% -$69.4K 0.09% 258
2021
Q1 		$453K Sell
9,025
-276
-3% -$13.9K 0.13% 192
2020
Q4 		$467K Buy
9,301
+1,348
+17% +$67.6K 0.14% 177
2020
Q3 		$398K Buy
7,953
+845
+12% +$42.3K 0.14% 176
2020
Q2 		$355K Hold
7,108
– – 0.14% 188
2020
Q1 		$345K Buy
+7,108
New +$354K 0.19% 140

Other funds holding NEAR

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Wealth Alliance's NEAR Position: Q2 2023 in Review

Wealth Alliance sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 9,967 shares — an estimated $494K sold.

Wealth Alliance first reported a position in NEAR in Q1 2020 and held it in 13 quarters. The position peaked at $494K in Q1 2023. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • Wealth Alliance reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Alliance sold 9,967 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $494K.
  • Wealth Alliance first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 13 quarters.
  • Wealth Alliance's iShares Short Maturity Bond ETF position peaked at $494K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.