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Cooper/Haims Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cooper/Haims Advisors’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
Q2 		– Sell
-4,509
Closed -$224K – 82
2022
Q1 		$224K Buy
+4,509
New +$224K 0.15% 71

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Cooper/Haims Advisors's NEAR Position: Q2 2022 in Review

Cooper/Haims Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 4,509 shares — an estimated $224K sold.

Cooper/Haims Advisors first reported a position in NEAR in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Cooper/Haims Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 4,509 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $224K.
  • Cooper/Haims Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2022 and held it in 1 quarter.
  • Cooper/Haims Advisors's iShares Short Maturity Bond ETF position peaked at $224K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Cooper/Haims Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.