GIA
NEAR icon

Goodwin Investment Advisory’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Goodwin Investment Advisory’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
Q2 		– Sell
-57
Closed -$3K – 206
2022
Q1 		$3K Hold
57
– – ﹤0.01% 183
2021
Q4 		$3K Sell
57
-529
-90% -$26.5K ﹤0.01% 158
2021
Q3 		$29K Sell
586
-56
-9% -$2.81K 0.03% 93
2021
Q2 		$32K Hold
642
– – 0.03% 87
2021
Q1 		$32K Hold
642
– – 0.04% 98
2020
Q4 		$32K Buy
+642
New +$32.2K 0.04% 52

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Goodwin Investment Advisory's NEAR Position: Q2 2022 in Review

Goodwin Investment Advisory sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 57 shares — an estimated $3K sold.

Goodwin Investment Advisory first reported a position in NEAR in Q4 2020 and held it in 6 quarters. The position peaked at $32K in Q2 2021. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Goodwin Investment Advisory reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 57 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $3K.
  • Goodwin Investment Advisory first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 6 quarters.
  • Goodwin Investment Advisory's iShares Short Maturity Bond ETF position peaked at $32K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Goodwin Investment Advisory's 13F filing for Q2 2022, filed 16 Aug 2022.