B, B, H, & B Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

B, B, H, & B Inc’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	$7.37M	Sell	148,603 -27,567	-16%	-$1.37M	6.94%	4
2021 Q4	$8.8M	Buy	176,170 +4,014	+2%	+$201K	7.34%	3
2021 Q3	$8.63M	Buy	172,156 +14,143	+9%	+$709K	7.87%	3
2021 Q2	$7.93M	Sell	158,013 -87,629	-36%	-$4.4M	7.7%	3
2021 Q1	$12.3M	Sell	245,642 -310	-0.1%	-$15.6K	12.82%	1
2020 Q4	$12.3M	Buy	+245,952	New	+$12.3M	10.63%	3

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

B, B, H, & B Inc's NEAR Position: Q1 2022 in Review

B, B, H, & B Inc reduced its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q1 2022, selling an estimated $1.37M and leaving 148,603 shares worth $7.37M. The position accounts for 6.94% of the portfolio, ranked #4.

B, B, H, & B Inc first reported a position in NEAR in Q4 2020 and has held it in 6 quarters since. The position peaked at $12.3M in Q4 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

B, B, H, & B Inc held 148,603 shares of iShares Short Maturity Bond ETF worth $7.37M as of Q1 2022.
B, B, H, & B Inc sold 27,567 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $1.37M.
iShares Short Maturity Bond ETF made up 6.94% of B, B, H, & B Inc's portfolio in Q1 2022, its #4 holding.
B, B, H, & B Inc first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's iShares Short Maturity Bond ETF position peaked at $12.3M in Q4 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.