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Woodmont Investment Counsel’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-100
Closed -$5.05K – 320
2024
Q1 		$5.05K Buy
+100
New +$5.05K ﹤0.01% 347
2020
Q1 		– Sell
-53,320
Closed -$2.68M – 179
2019
Q4 		$2.68M Sell
53,320
-7,461
-12% -$375K 0.61% 44
2019
Q3 		$3.06M Sell
60,781
-50,842
-46% -$2.56M 0.75% 38
2019
Q2 		$5.62M Sell
111,623
-7,197
-6% -$361K 1.39% 18
2019
Q1 		$5.97M Buy
118,820
+4
+0% +$200 1.55% 15
2018
Q4 		$5.92M Sell
118,816
-29,625
-20% -$1.48M 1.67% 14
2018
Q3 		$7.45M Sell
148,441
-2,835
-2% -$142K 2.03% 11
2018
Q2 		$7.59M Buy
151,276
+21,101
+16% +$1.06M 2.09% 8
2018
Q1 		$6.53M Sell
130,175
-11,485
-8% -$576K 1.81% 12
2017
Q4 		$7.1M Buy
141,660
+16,351
+13% +$821K 1.83% 11
2017
Q3 		$6.3M Sell
125,309
-25,850
-17% -$1.3M 1.72% 12
2017
Q2 		$7.6M Buy
151,159
+64,209
+74% +$3.22M 2.14% 7
2017
Q1 		$4.36M Hold
86,950
– – 1.27% 19
2016
Q4 		$4.36M Buy
86,950
+11,650
+15% +$584K 1.25% 20
2016
Q3 		$3.78M Buy
+75,300
New +$3.78M 1.08% 22

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 $1.36B AUM 18.79% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Woodmont Investment Counsel's NEAR Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 100 shares — an estimated $5.05K sold.

Woodmont Investment Counsel first reported a position in NEAR in Q3 2016 and held it in 15 quarters. The position peaked at $7.6M in Q2 2017. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 100 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $5.05K.
  • Woodmont Investment Counsel first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and held it in 15 quarters.
  • Woodmont Investment Counsel's iShares Short Maturity Bond ETF position peaked at $7.6M in Q2 2017.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.