CA
NEAR icon

Calton & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Calton & Associates’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
2021
Q1 		– Sell
-28,043
Closed -$1.41M – 422
2020
Q4 		$1.41M Buy
+28,043
New +$1.41M 0.25% 75
2018
Q1 		– Sell
-397
Closed -$19K – 945
2017
Q4 		$19K Buy
+397
New +$19.9K ﹤0.01% 898

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's NEAR Position: Q1 2021 in Review

Calton & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 28,043 shares — an estimated $1.41M sold.

Calton & Associates first reported a position in NEAR in Q4 2017 and held it in 2 quarters. The position peaked at $1.41M in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • Calton & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Calton & Associates sold 28,043 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $1.41M.
  • Calton & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's iShares Short Maturity Bond ETF position peaked at $1.41M in Q4 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Calton & Associates's 13F filing for Q1 2021, filed 3 May 2021.