Clear Creek Financial Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clear Creek Financial Management’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
2023 Q4	–	Sell	-94,822	Closed	-$4.73M	–	361
2023 Q3	$4.73M	Sell	94,822 -2,191	-2%	-$109K	0.83%	23
2023 Q2	$4.82M	Buy	97,013 +3,150	+3%	+$156K	0.84%	29
2023 Q1	$4.66M	Buy	93,863 +76,580	+443%	+$3.79M	0.88%	24
2022 Q4	$852K	Sell	17,283 -3,428	-17%	-$169K	0.19%	108
2022 Q3	$1.02M	Sell	20,711 -67,182	-76%	-$3.31M	0.22%	78
2022 Q2	$4.33M	Buy	+87,893	New	+$4.34M	0.91%	27

Other funds holding NEAR

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Creek Financial Management's NEAR Position: Q4 2023 in Review

Clear Creek Financial Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 94,822 shares — an estimated $4.73M sold.

Clear Creek Financial Management first reported a position in NEAR in Q2 2022 and held it in 6 quarters. The position peaked at $4.82M in Q2 2023. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Clear Creek Financial Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 94,822 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $4.73M.
Clear Creek Financial Management first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 6 quarters.
Clear Creek Financial Management's iShares Short Maturity Bond ETF position peaked at $4.82M in Q2 2023.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.