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CFO4Life Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CFO4Life Group’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
2024
Q1 		– Sell
-7,701
Closed -$389K – 205
2023
Q4 		$389K Buy
+7,701
New +$385K 0.07% 122
2022
Q1 		– Sell
-4,810
Closed -$240K – 163
2021
Q4 		$240K Sell
4,810
-894
-16% -$44.7K 0.05% 133
2021
Q3 		$286K Sell
5,704
-72,195
-93% -$3.62M 0.07% 112
2021
Q2 		$3.91M Buy
77,899
+4,561
+6% +$229K 0.9% 20
2021
Q1 		$3.68M Buy
73,338
+27,061
+58% +$1.36M 0.92% 20
2020
Q4 		$2.32M Buy
46,277
+24,649
+114% +$1.24M 0.67% 27
2020
Q3 		$1.08M Buy
21,628
+3,621
+20% +$181K 0.37% 37
2020
Q2 		$901K Buy
18,007
+9,969
+124% +$493K 0.35% 41
2020
Q1 		$390K Buy
8,038
+2,038
+34% +$102K 0.21% 66
2019
Q4 		$302K Buy
+6,000
New +$302K 0.13% 96
2019
Q2 		– Sell
-4,645
Closed -$233K – 126
2019
Q1 		$233K Buy
+4,645
New +$233K 0.11% 104
2018
Q4 		– Sell
-183,184
Closed -$9.19M – 133
2018
Q3 		$9.19M Buy
+183,184
New +$9.18M 4.08% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFO4Life Group's NEAR Position: Q1 2024 in Review

CFO4Life Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 7,701 shares — an estimated $389K sold.

CFO4Life Group first reported a position in NEAR in Q3 2018 and held it in 12 quarters. The position peaked at $9.19M in Q3 2018. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

  • CFO4Life Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
  • CFO4Life Group sold 7,701 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $389K.
  • CFO4Life Group first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 12 quarters.
  • CFO4Life Group's iShares Short Maturity Bond ETF position peaked at $9.19M in Q3 2018.
  • 331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on CFO4Life Group's 13F filing for Q1 2024, filed 6 May 2024.