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World Equity Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

World Equity Group’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
-21,049
Closed -$1.02M – 466
2023
Q1 		$1.02M Sell
21,049
-4,896
-19% -$242K 0.15% 159
2022
Q4 		$1.28M Sell
25,945
-779
-3% -$38.3K 0.3% 92
2022
Q3 		$1.32M Buy
26,724
+4,465
+20% +$220K 0.33% 77
2022
Q2 		$1.1M Buy
22,259
+13,124
+144% +$649K 0.28% 98
2022
Q1 		$453K Buy
+9,135
New +$455K 0.1% 219

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

World Equity Group's NEAR Position: Q2 2023 in Review

World Equity Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2023, closing a stake of 21,049 shares — an estimated $1.02M sold.

World Equity Group first reported a position in NEAR in Q1 2022 and held it in 5 quarters. The position peaked at $1.32M in Q3 2022. 330 funds tracked by Wall St. Rank hold NEAR as of Q2 2023.

  • World Equity Group reported no remaining iShares Short Maturity Bond ETF position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 21,049 iShares Short Maturity Bond ETF shares in Q2 2023, an estimated $1.02M.
  • World Equity Group first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 5 quarters.
  • World Equity Group's iShares Short Maturity Bond ETF position peaked at $1.32M in Q3 2022.
  • 330 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.