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Atwood & Palmer’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Atwood & Palmer’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
2020
Q4 		– Sell
-243
Closed -$12K – 383
2020
Q3 		$12K Buy
+243
New +$12.2K ﹤0.01% 259

Other funds holding NEAR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Atwood & Palmer's NEAR Position: Q4 2020 in Review

Atwood & Palmer sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 243 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in NEAR in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

  • Atwood & Palmer reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Atwood & Palmer sold 243 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $12K.
  • Atwood & Palmer first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 1 quarter.
  • Atwood & Palmer's iShares Short Maturity Bond ETF position peaked at $12K in Q3 2020.
  • 382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Atwood & Palmer's 13F filing for Q4 2020, filed 4 Feb 2021.