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Gilbert & Cook’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-4,170
Closed -$209K – 216
2021
Q2 		$209K Buy
+4,170
New +$209K 0.04% 207

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Gilbert & Cook's NEAR Position: Q3 2021 in Review

Gilbert & Cook sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 4,170 shares — an estimated $209K sold.

Gilbert & Cook first reported a position in NEAR in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • Gilbert & Cook reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Gilbert & Cook sold 4,170 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $209K.
  • Gilbert & Cook first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and held it in 1 quarter.
  • Gilbert & Cook's iShares Short Maturity Bond ETF position peaked at $209K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Gilbert & Cook's 13F filing for Q3 2021, filed 13 Oct 2021.