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FLC Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

FLC Capital 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
2023
Q1 		– Sell
-6,063
Closed -$299K – 161
2022
Q4 		$299K Hold
6,063
– – 0.09% 125
2022
Q3 		$299K Hold
6,063
– – 0.1% 125
2022
Q2 		$299K Sell
6,063
-931
-13% -$46K 0.1% 120
2022
Q1 		$347K Sell
6,994
-1,342
-16% -$66.8K 0.1% 123
2021
Q4 		$416K Buy
8,336
+504
+6% +$25.2K 0.12% 122
2021
Q3 		$393K Sell
7,832
-1,885
-19% -$94.5K 0.12% 125
2021
Q2 		$487K Sell
9,717
-9,636
-50% -$483K 0.14% 113
2021
Q1 		$971K Sell
19,353
-3,696
-16% -$186K 0.3% 79
2020
Q4 		$1.16M Sell
23,049
-5,139
-18% -$258K 0.38% 62
2020
Q3 		$1.41M Sell
28,188
-28,398
-50% -$1.42M 0.52% 50
2020
Q2 		$2.83M Buy
56,586
+46,142
+442% +$2.28M 1.12% 25
2020
Q1 		$507K Buy
+10,444
New +$520K 0.24% 62

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FLC Capital Advisors's NEAR Position: Q1 2023 in Review

FLC Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2023, closing a stake of 6,063 shares — an estimated $299K sold.

FLC Capital Advisors first reported a position in NEAR in Q1 2020 and held it in 12 quarters. The position peaked at $2.83M in Q2 2020. 341 funds tracked by Wall St. Rank hold NEAR as of Q1 2023.

  • FLC Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2023 after selling out during the quarter.
  • FLC Capital Advisors sold 6,063 iShares Short Maturity Bond ETF shares in Q1 2023, an estimated $299K.
  • FLC Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 12 quarters.
  • FLC Capital Advisors's iShares Short Maturity Bond ETF position peaked at $2.83M in Q2 2020.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2023.

Based on FLC Capital Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.