CMS
NEAR icon

Capital Market Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Capital Market Strategies’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
Q1 		– Sell
-5,084
Closed -$254K – 164
2021
Q4 		$254K Buy
+5,084
New +$254K 0.21% 121

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Market Strategies's NEAR Position: Q1 2022 in Review

Capital Market Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 5,084 shares — an estimated $254K sold.

Capital Market Strategies first reported a position in NEAR in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 357 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Capital Market Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Market Strategies sold 5,084 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $254K.
  • Capital Market Strategies first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 1 quarter.
  • Capital Market Strategies's iShares Short Maturity Bond ETF position peaked at $254K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Capital Market Strategies's 13F filing for Q1 2022, filed 18 Apr 2022.