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CX Institutional’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CX Institutional’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
Q4 		– Sell
-8,258
Closed -$407K – 555
2022
Q3 		$407K Sell
8,258
-8,279
-50% -$408K 0.03% 360
2022
Q2 		$814K Buy
+16,537
New +$817K 0.06% 259

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CX Institutional's NEAR Position: Q4 2022 in Review

CX Institutional sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 8,258 shares — an estimated $407K sold.

CX Institutional first reported a position in NEAR in Q2 2022 and held it in 2 quarters. The position peaked at $814K in Q2 2022. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • CX Institutional reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 8,258 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $407K.
  • CX Institutional first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 2 quarters.
  • CX Institutional's iShares Short Maturity Bond ETF position peaked at $814K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.