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

Carmichael Hill & 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
2020
Q4 		– Sell
-40
Closed -$2K – 754
2020
Q3 		$2K Hold
40
– – ﹤0.01% 664
2020
Q2 		$2K Hold
40
– – ﹤0.01% 635
2020
Q1 		$2K Hold
40
– – ﹤0.01% 618
2019
Q4 		$2K Buy
+40
New +$2.01K ﹤0.01% 638

Other funds holding NEAR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Carmichael Hill & Associates's NEAR Position: Q4 2020 in Review

Carmichael Hill & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Carmichael Hill & Associates first reported a position in NEAR in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

  • Carmichael Hill & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 40 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $2K.
  • Carmichael Hill & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 4 quarters.
  • Carmichael Hill & Associates's iShares Short Maturity Bond ETF position peaked at $2K in Q3 2020.
  • 382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Carmichael Hill & Associates's 13F filing for Q4 2020, filed 27 Jan 2021.