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

WealthShield 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
2023
Q2 		– Sell
-98
Closed -$4.86K – 500
2023
Q1 		$4.86K Buy
+98
New +$4.85K ﹤0.01% 461
2021
Q3 		– Sell
-1,123
Closed -$56K – 541
2021
Q2 		$56K Buy
1,123
+770
+218% +$38.6K 0.01% 455
2021
Q1 		$18K Buy
+353
New +$17.7K ﹤0.01% 686
2020
Q4 		– Sell
-19,991
Closed -$1M – 360
2020
Q3 		$1M Buy
19,991
+2,741
+16% +$137K 0.35% 72
2020
Q2 		$863K Sell
17,250
-8,485
-33% -$419K 0.4% 58
2020
Q1 		$1.25M Buy
25,735
+8,227
+47% +$410K 0.76% 28
2019
Q4 		$880K Sell
17,508
-6,661
-28% -$335K 0.43% 50
2019
Q3 		$1.22M Buy
24,169
+6,028
+33% +$303K 0.65% 31
2019
Q2 		$913K Sell
18,141
-5,606
-24% -$282K 0.53% 40
2019
Q1 		$1.19M Buy
23,747
+15,842
+200% +$793K 0.67% 29
2018
Q4 		$394K Buy
+7,905
New +$395K 0.27% 72

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

WealthShield Partners's NEAR Position: Q2 2023 in Review

WealthShield Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 98 shares — an estimated $4.86K sold.

WealthShield Partners first reported a position in NEAR in Q4 2018 and held it in 11 quarters. The position peaked at $1.25M in Q1 2020. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • WealthShield Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WealthShield Partners sold 98 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $4.86K.
  • WealthShield Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 11 quarters.
  • WealthShield Partners's iShares Short Maturity Bond ETF position peaked at $1.25M in Q1 2020.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.