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WealthPLAN Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

WealthPLAN Partners’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
-33,614
Closed -$1.69M – 283
2024
Q2 		$1.69M Sell
33,614
-1,307
-4% -$65.6K 0.18% 119
2024
Q1 		$1.76M Sell
34,921
-199
-0.6% -$10K 0.18% 125
2023
Q4 		$1.77M Sell
35,120
-648
-2% -$32.4K 0.18% 128
2023
Q3 		$1.78M Sell
35,768
-1,380
-4% -$68.6K 0.21% 111
2023
Q2 		$1.85M Sell
37,148
-4,774
-11% -$237K 0.26% 94
2023
Q1 		$2.08M Sell
41,922
-121
-0.3% -$5.99K 0.24% 92
2022
Q4 		$2.08M Buy
+42,043
New +$2.07M 0.15% 117
2022
Q1 		$2.25M Sell
45,389
-87
-0.2% -$4.33K 0.16% 115
2021
Q4 		$2.27M Buy
45,476
+310
+0.7% +$15.5K 0.15% 111
2021
Q3 		$2.26M Buy
45,166
+324
+0.7% +$16.2K 0.15% 111
2021
Q2 		$2.25M Buy
44,842
+2,371
+6% +$119K 0.16% 104
2021
Q1 		$2.13M Sell
42,471
-5,760
-12% -$289K 0.17% 96
2020
Q4 		$2.42M Buy
48,231
+898
+2% +$45K 0.21% 87
2020
Q3 		$2.37M Sell
47,333
-4,256
-8% -$213K 0.23% 83
2020
Q2 		$2.58M Sell
51,589
-8,069
-14% -$399K 0.27% 79
2020
Q1 		$2.95M Sell
59,658
-91
-0.2% -$4.53K 0.38% 66
2019
Q4 		$3.01M Sell
59,749
-1,893
-3% -$95.2K 0.36% 74
2019
Q3 		$3.1M Sell
61,642
-278
-0.4% -$14K 0.42% 68
2019
Q2 		$3.11M Sell
61,920
-3,303
-5% -$166K 0.47% 63
2019
Q1 		$3.27M Buy
65,223
+1,881
+3% +$94.2K 0.51% 58
2018
Q4 		$3.17M Sell
63,342
-588
-0.9% -$29.4K 0.51% 61
2018
Q3 		$3.2M Buy
63,930
+4,368
+7% +$219K 0.58% 46
2018
Q2 		$2.99M Sell
59,562
-508
-0.8% -$25.5K 0.61% 49
2018
Q1 		$3.01M Buy
60,070
+32,368
+117% +$1.62M 0.66% 42
2017
Q4 		$1.39M Buy
+27,702
New +$1.39M 0.37% 73
2016
Q3 		$38.9K Buy
775
+264
+52% +$13.2K 0.01% 378
2016
Q2 		$6.94K Buy
+511
New +$25.6K ﹤0.01% 1871
2015
Q4 		$950 Buy
+19
New +$950 ﹤0.01% 1550
2015
Q2 		– Sell
-368
Closed -$18K – 486
2015
Q1 		$18K Buy
+368
New +$18.4K 0.01% 326

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's NEAR Position: Q3 2024 in Review

WealthPLAN Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 33,614 shares — an estimated $1.69M sold.

WealthPLAN Partners first reported a position in NEAR in Q1 2015 and held it in 29 quarters. The position peaked at $3.27M in Q1 2019. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • WealthPLAN Partners reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 33,614 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $1.69M.
  • WealthPLAN Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and held it in 29 quarters.
  • WealthPLAN Partners's iShares Short Maturity Bond ETF position peaked at $3.27M in Q1 2019.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.