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Wedbush Securities’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-7,531
Closed -$371K – 1119
2022
Q4 		$371K Buy
7,531
+2,027
+37% +$99.7K 0.02% 630
2022
Q3 		$271K Buy
5,504
+3
+0.1% +$148 0.02% 769
2022
Q2 		$271K Buy
5,501
+2
+0% +$99 0.01% 788
2022
Q1 		$273K Sell
5,499
-499
-8% -$24.8K 0.01% 840
2021
Q4 		$300K Sell
5,998
-34
-0.6% -$1.7K 0.01% 870
2021
Q3 		$302K Buy
6,032
+2
+0% +$100 0.01% 863
2021
Q2 		$302K Sell
6,030
-23
-0.4% -$1.15K 0.01% 859
2021
Q1 		$304K Sell
6,053
-449
-7% -$22.5K 0.02% 808
2020
Q4 		$326K Buy
6,502
+3
+0% +$150 0.03% 612
2020
Q3 		$326K Sell
6,499
-97
-1% -$4.86K 0.03% 578
2020
Q2 		$330K Sell
6,596
-1,128
-15% -$55.8K 0.03% 571
2020
Q1 		$375K Sell
7,724
-1,423
-16% -$70.9K 0.04% 460
2019
Q4 		$460K Buy
9,147
+1,189
+15% +$59.8K 0.04% 507
2019
Q3 		$401K Buy
7,958
+3,323
+72% +$167K 0.04% 526
2019
Q2 		$233K Buy
+4,635
New +$233K 0.02% 748

Other funds holding NEAR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wedbush Securities's NEAR Position: Q1 2023 in Review

Wedbush Securities sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 7,531 shares — an estimated $371K sold.

Wedbush Securities first reported a position in NEAR in Q2 2019 and held it in 15 quarters. The position peaked at $460K in Q4 2019. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • Wedbush Securities reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wedbush Securities sold 7,531 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $371K.
  • Wedbush Securities first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 15 quarters.
  • Wedbush Securities's iShares Short Maturity Bond ETF position peaked at $460K in Q4 2019.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.