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GHP Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GHP Investment 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
Q4 		– Sell
-1,281
Closed -$63K – 955
2022
Q3 		$63K Buy
1,281
+5
+0.4% +$246 ﹤0.01% 461
2022
Q2 		$63K Sell
1,276
-168
-12% -$8.3K ﹤0.01% 457
2022
Q1 		$72K Buy
+1,444
New +$71.9K ﹤0.01% 452
2020
Q1 		– Sell
-400,764
Closed -$20.1M – 294
2019
Q4 		$20.1M Buy
400,764
+149,839
+60% +$7.54M 2.16% 3
2019
Q3 		$12.6M Sell
250,925
-15,050
-6% -$757K 1.57% 7
2019
Q2 		$13.4M Sell
265,975
-12,141
-4% -$610K 1.63% 5
2019
Q1 		$14M Sell
278,116
-43,346
-13% -$2.17M 1.8% 5
2018
Q4 		$16M Sell
321,462
-106,260
-25% -$5.31M 2.41% 2
2018
Q3 		$21.5M Sell
427,722
-146,811
-26% -$7.36M 2.87% 1
2018
Q2 		$28.8M Buy
574,533
+52,120
+10% +$2.61M 4.05% 1
2018
Q1 		$26.2M Buy
522,413
+15,769
+3% +$791K 3.71% 1
2017
Q4 		$25.4M Buy
506,644
+94,570
+23% +$4.75M 3.61% 1
2017
Q3 		$20.7M Buy
412,074
+49,569
+14% +$2.49M 3.14% 1
2017
Q2 		$18.2M Buy
362,505
+7,721
+2% +$388K 2.89% 2
2017
Q1 		$17.8M Buy
354,784
+14,147
+4% +$710K 3.06% 2
2016
Q4 		$17.1M Buy
340,637
+3,991
+1% +$200K 3.19% 2
2016
Q3 		$16.9M Buy
336,646
+23,816
+8% +$1.19M 3.45% 2
2016
Q2 		$15.7M Buy
312,830
+30,213
+11% +$1.51M 3.38% 2
2016
Q1 		$14.1M Buy
282,617
+38,220
+16% +$1.91M 3.2% 2
2015
Q4 		$12.2M Buy
244,397
+34,143
+16% +$1.71M 2.95% 3
2015
Q3 		$10.5M Buy
210,254
+4,446
+2% +$223K 2.72% 6
2015
Q2 		$10.3M Buy
205,808
+177,598
+630% +$8.9M 2.55% 8
2015
Q1 		$1.42M Buy
+28,210
New +$1.41M 0.37% 69

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

GHP Investment Advisors's NEAR Position: Q4 2022 in Review

GHP Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 1,281 shares — an estimated $63K sold.

GHP Investment Advisors first reported a position in NEAR in Q1 2015 and held it in 23 quarters. The position peaked at $28.8M in Q2 2018. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • GHP Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 1,281 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $63K.
  • GHP Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and held it in 23 quarters.
  • GHP Investment Advisors's iShares Short Maturity Bond ETF position peaked at $28.8M in Q2 2018.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on GHP Investment Advisors's 13F filing for Q4 2022, filed 16 Feb 2023.