Claraphi Advisory Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Claraphi Advisory Network’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	-7,377	Closed	-$370K	–	299
2020 Q3	$370K	Buy	+7,377	New	+$369K	0.13%	147
2020 Q2	–	Sell	-734	Closed	-$36K	–	861
2020 Q1	$36K	Buy	+734	New	+$36.6K	0.02%	531
2019 Q4	–	Sell	-850	Closed	-$43K	–	336
2019 Q3	$43K	Sell	850 -5,238	-86%	-$263K	0.03%	278
2019 Q2	$306K	Sell	6,088 -54	-0.9%	-$2.71K	0.18%	148
2019 Q1	$309K	Buy	+6,142	New	+$308K	0.19%	142

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

Claraphi Advisory Network's NEAR Position: Q4 2020 in Review

Claraphi Advisory Network sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 7,377 shares — an estimated $370K sold.

Claraphi Advisory Network first reported a position in NEAR in Q1 2019 and held it in 5 quarters. The position peaked at $370K in Q3 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

Claraphi Advisory Network reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
Claraphi Advisory Network sold 7,377 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $370K.
Claraphi Advisory Network first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 5 quarters.
Claraphi Advisory Network's iShares Short Maturity Bond ETF position peaked at $370K in Q3 2020.
382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Claraphi Advisory Network's 13F filing for Q4 2020, filed 5 Feb 2021.