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

YorkBridge Wealth 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
2022
Q4 		$817K Sell
16,577
-892
-5% -$43.9K 0.21% 97
2022
Q3 		$861K Sell
17,469
-744
-4% -$36.7K 0.22% 93
2022
Q2 		$897K Buy
18,213
+423
+2% +$20.9K 0.23% 85
2022
Q1 		$882K Buy
17,790
+73
+0.4% +$3.63K 0.19% 92
2021
Q4 		$885K Buy
17,717
+1,593
+10% +$79.7K 0.2% 91
2021
Q3 		$808K Buy
16,124
+1,316
+9% +$66K 0.2% 93
2021
Q2 		$743K Sell
14,808
-1,720
-10% -$86.3K 0.19% 95
2021
Q1 		$830K Sell
16,528
-12,040
-42% -$604K 0.25% 80
2020
Q4 		$1.43M Sell
28,568
-1,925
-6% -$96.5K 0.48% 57
2020
Q3 		$1.53M Sell
30,493
-1,914
-6% -$95.8K 0.64% 47
2020
Q2 		$1.62M Sell
32,407
-107
-0.3% -$5.29K 0.74% 39
2020
Q1 		$1.58M Sell
32,514
-31,169
-49% -$1.55M 0.97% 31
2019
Q4 		$3.2M Sell
63,683
-26,287
-29% -$1.32M 1.47% 12
2019
Q3 		$4.53M Buy
89,970
+8,555
+11% +$430K 2.28% 6
2019
Q2 		$4.1M Sell
81,415
-14,857
-15% -$746K 1.82% 8
2019
Q1 		$4.84M Buy
96,272
+11,501
+14% +$576K 2.23% 5
2018
Q4 		$4.23M Sell
84,771
-1,771
-2% -$88.6K 2.24% 5
2018
Q3 		$4.33M Buy
86,542
+7,461
+9% +$374K 1.98% 5
2018
Q2 		$3.97M Buy
79,081
+15,116
+24% +$758K 1.74% 7
2018
Q1 		$3.21M Buy
63,965
+27,075
+73% +$1.36M 1.48% 13
2017
Q4 		$1.85M Buy
36,890
+36,830
+61,383% +$1.85M 0.89% 24
2017
Q3 		$3K Hold
60
– – ﹤0.01% 747
2017
Q2 		$3K Buy
60
+11
+22% +$552 ﹤0.01% 744
2017
Q1 		$2K Buy
+49
New +$2.46K ﹤0.01% 777

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's NEAR Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.1% in Q4 2022, selling an estimated $43.9K and leaving 16,577 shares worth $817K. The position accounts for 0.21% of the portfolio, ranked #97.

YorkBridge Wealth Partners first reported a position in NEAR in Q1 2017 and has held it in 24 quarters since. The position peaked at $4.84M in Q1 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • YorkBridge Wealth Partners held 16,577 shares of iShares Short Maturity Bond ETF worth $817K as of Q4 2022.
  • YorkBridge Wealth Partners sold 892 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $43.9K.
  • iShares Short Maturity Bond ETF made up 0.21% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #97 holding.
  • YorkBridge Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and has held it in 24 quarters since.
  • YorkBridge Wealth Partners's iShares Short Maturity Bond ETF position peaked at $4.84M in Q1 2019.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.