Aveo Capital Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Aveo Capital 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 Q1	–	Sell	-8,070	Closed	-$403K	–	289
2021 Q4	$403K	Buy	8,070 +1,774	+28%	+$88.7K	0.07%	199
2021 Q3	$316K	Hold	6,296	–	–	0.07%	202
2021 Q2	$316K	Hold	6,296	–	–	0.07%	208
2021 Q1	$316K	Sell	6,296 -8,874	-58%	-$445K	0.08%	185
2020 Q4	$761K	Sell	15,170 -401	-3%	-$20.1K	1.18%	27
2020 Q3	$780K	Buy	15,571 +401	+3%	+$20.1K	0.28%	75
2020 Q2	$759K	Sell	15,170 -1,066	-7%	-$52.7K	1.53%	16
2020 Q1	$787K	Buy	16,236 +4,982	+44%	+$248K	0.38%	59
2019 Q4	$566K	Buy	11,254 +5,021	+81%	+$253K	0.22%	100
2019 Q3	$313K	Buy	6,233 +493	+9%	+$24.8K	0.13%	126
2019 Q2	$289K	Buy	+5,740	New	+$288K	0.13%	139

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's NEAR Position: Q1 2022 in Review

Aveo Capital Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 8,070 shares — an estimated $403K sold.

Aveo Capital Partners first reported a position in NEAR in Q2 2019 and held it in 11 quarters. The position peaked at $787K in Q1 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Aveo Capital Partners reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
Aveo Capital Partners sold 8,070 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $403K.
Aveo Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 11 quarters.
Aveo Capital Partners's iShares Short Maturity Bond ETF position peaked at $787K in Q1 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Aveo Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.