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Caldwell Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-165
Closed -$8.18K – 750
2022
Q1 		$8.18K Buy
+165
New +$8.21K ﹤0.01% 654
2021
Q3 		– Sell
-319
Closed -$16K – 746
2021
Q2 		$16K Hold
319
– – ﹤0.01% 592
2021
Q1 		$16K Hold
319
– – ﹤0.01% 582
2020
Q4 		$16K Hold
319
– – ﹤0.01% 573
2020
Q3 		$16K Sell
319
-638
-67% -$31.9K ﹤0.01% 556
2020
Q2 		$47.9K Sell
957
-1
-0.1% -$49 0.01% 420
2020
Q1 		$46.5K Hold
958
– – 0.01% 422
2019
Q4 		$48.1K Buy
+958
New +$48.2K 0.01% 466

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return