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Bernardo Wealth Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bernardo Wealth Planning’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 		– Sell
-4,704
Closed -$231K – 93
2022
Q3 		$231K Sell
4,704
-2,102
-31% -$104K 0.13% 73
2022
Q2 		$335K Sell
6,806
-232
-3% -$11.5K 0.19% 58
2022
Q1 		$348K Sell
7,038
-3,599
-34% -$179K 0.17% 60
2021
Q4 		$531K Sell
10,637
-758
-7% -$37.9K 0.26% 44
2021
Q3 		$571K Buy
11,395
+2,309
+25% +$116K 0.33% 45
2021
Q2 		$455K Sell
9,086
-2,090
-19% -$105K 0.27% 48
2021
Q1 		$560K Sell
11,176
-3,538
-24% -$178K 0.36% 41
2020
Q4 		$738K Sell
14,714
-43,640
-75% -$2.19M 0.28% 73
2020
Q3 		$2.92M Buy
58,354
+1,268
+2% +$63.5K 1.31% 15
2020
Q2 		$2.85M Buy
57,086
+15,150
+36% +$749K 1.53% 15
2020
Q1 		$2.03M Buy
41,936
+8,359
+25% +$416K 1.41% 13
2019
Q4 		$1.69M Sell
33,577
-82,838
-71% -$4.17M 1.02% 23
2019
Q3 		$5.86M Sell
116,415
-1,690
-1% -$85K 4.24% 3
2019
Q2 		$5.94M Buy
118,105
+233
+0.2% +$11.7K 4.65% 2
2019
Q1 		$5.92M Buy
117,872
+3,973
+3% +$199K 4.69% 3
2018
Q4 		$5.68M Buy
+113,899
New +$5.7M 5.02% 3

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bernardo Wealth Planning's NEAR Position: Q4 2022 in Review

Bernardo Wealth Planning sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 4,704 shares — an estimated $231K sold.

Bernardo Wealth Planning first reported a position in NEAR in Q4 2018 and held it in 16 quarters. The position peaked at $5.94M in Q2 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Bernardo Wealth Planning reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,704 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $231K.
  • Bernardo Wealth Planning first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 16 quarters.
  • Bernardo Wealth Planning's iShares Short Maturity Bond ETF position peaked at $5.94M in Q2 2019.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Bernardo Wealth Planning's 13F filing for Q4 2022, filed 30 Jan 2023.