BCMO
NEAR icon

Buckingham Capital Management (Ohio)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Buckingham Capital Management (Ohio)’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
Q1 		– Sell
-6,437
Closed -$317K – 119
2022
Q4 		$317K Sell
6,437
-13,130
-67% -$646K 0.06% 93
2022
Q3 		$964K Sell
19,567
-15,562
-44% -$767K 0.19% 69
2022
Q2 		$1.73M Sell
35,129
-2,893
-8% -$143K 0.32% 60
2022
Q1 		$1.89M Sell
38,022
-6,935
-15% -$345K 0.31% 59
2021
Q4 		$2.25M Sell
44,957
-4,688
-9% -$234K 0.35% 56
2021
Q3 		$2.49M Sell
49,645
-6,900
-12% -$346K 0.41% 52
2021
Q2 		$2.84M Sell
56,545
-6,000
-10% -$301K 0.46% 48
2021
Q1 		$3.14M Sell
62,545
-5,155
-8% -$259K 0.53% 46
2020
Q4 		$3.4M Sell
67,700
-15,150
-18% -$760K 0.6% 47
2020
Q3 		$4.15M Sell
82,850
-125,027
-60% -$6.26M 0.83% 36
2020
Q2 		$10.4M Sell
207,877
-85,478
-29% -$4.23M 2.27% 9
2020
Q1 		$14.2M Sell
293,355
-58,480
-17% -$2.91M 3.58% 4
2019
Q4 		$17.7M Sell
351,835
-27,050
-7% -$1.36M 3.07% 5
2019
Q3 		$19.1M Sell
378,885
-49,860
-12% -$2.51M 3.54% 4
2019
Q2 		$21.6M Sell
428,745
-18,683
-4% -$938K 4.08% 4
2019
Q1 		$22.5M Sell
447,428
-1,666
-0.4% -$83.4K 4.42% 4
2018
Q4 		$22.4M Sell
449,094
-9,675
-2% -$484K 4.91% 4
2018
Q3 		$23M Buy
458,769
+972
+0.2% +$48.7K 4.5% 4
2018
Q2 		$23M Buy
457,797
+19,906
+5% +$998K 4.66% 4
2018
Q1 		$22M Buy
437,891
+23,073
+6% +$1.16M 4.6% 4
2017
Q4 		$20.8M Buy
414,818
+3,135
+0.8% +$157K 4.36% 4
2017
Q3 		$20.7M Sell
411,683
-31,631
-7% -$1.59M 4.58% 4
2017
Q2 		$22.3M Sell
443,314
-5,712
-1% -$287K 5.14% 4
2017
Q1 		$22.6M Buy
449,026
+27,595
+7% +$1.39M 5.28% 4
2016
Q4 		$21.1M Buy
421,431
+19,551
+5% +$981K 5.24% 4
2016
Q3 		$20.2M Buy
401,880
+8,775
+2% +$440K 5.15% 4
2016
Q2 		$19.7M Buy
393,105
+38,765
+11% +$1.94M 5.23% 3
2016
Q1 		$17.7M Buy
354,340
+112,875
+47% +$5.64M 4.84% 3
2015
Q4 		$12.1M Buy
+241,465
New +$12.1M 3.38% 4

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s NEAR Position: Q1 2023 in Review

Buckingham Capital Management (Ohio) sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 6,437 shares — an estimated $317K sold.

Buckingham Capital Management (Ohio) first reported a position in NEAR in Q4 2015 and held it in 29 quarters. The position peaked at $23M in Q3 2018. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • Buckingham Capital Management (Ohio) reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 6,437 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $317K.
  • Buckingham Capital Management (Ohio) first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and held it in 29 quarters.
  • Buckingham Capital Management (Ohio)'s iShares Short Maturity Bond ETF position peaked at $23M in Q3 2018.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2023, filed 11 Apr 2023.