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Crescent Capital Consulting’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$2.98M Buy
59,603
+8,603
+17% +$430K 0.49% 49
2021
Q3 		$2.56M Buy
+51,000
New +$2.56M 0.47% 52

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crescent Capital Consulting's NEAR Position: Q4 2021 in Review

Crescent Capital Consulting increased its iShares Short Maturity Bond ETF (NEAR) stake by 17% in Q4 2021, buying an estimated $430K and bringing the position to 59,603 shares worth $2.98M. The position accounts for 0.49% of the portfolio, ranked #49.

Crescent Capital Consulting first reported a position in NEAR in Q3 2021 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Crescent Capital Consulting held 59,603 shares of iShares Short Maturity Bond ETF worth $2.98M as of Q4 2021.
  • Crescent Capital Consulting bought 8,603 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $430K.
  • iShares Short Maturity Bond ETF made up 0.49% of Crescent Capital Consulting's portfolio in Q4 2021, its #49 holding.
  • Crescent Capital Consulting first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.