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

Wellington Wealth Strategies’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
-4,476
Closed -$225K – 86
2024
Q2 		$225K Buy
+4,476
New +$225K 0.94% 38

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

Wellington Wealth Strategies's NEAR Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2024, closing a stake of 4,476 shares — an estimated $225K sold.

Wellington Wealth Strategies first reported a position in NEAR in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 327 funds tracked by Wall St. Rank hold NEAR as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 4,476 iShares Short Maturity Bond ETF shares in Q3 2024, an estimated $225K.
  • Wellington Wealth Strategies first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's iShares Short Maturity Bond ETF position peaked at $225K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.