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BluePath Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BluePath Capital Management’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
2023
Q4 		– Sell
-499
Closed -$24.9K – 248
2023
Q3 		$24.9K Buy
+499
New +$24.8K 0.02% 314

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BI
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Wells Fargo
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TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BluePath Capital Management's NEAR Position: Q4 2023 in Review

BluePath Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 499 shares — an estimated $24.9K sold.

BluePath Capital Management first reported a position in NEAR in Q3 2023 and held it in 1 quarter. The position peaked at $24.9K in Q3 2023. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • BluePath Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 499 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $24.9K.
  • BluePath Capital Management first reported a position in iShares Short Maturity Bond ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's iShares Short Maturity Bond ETF position peaked at $24.9K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.