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Guidance Point Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-3,213
Closed -$161K – 288
2021
Q3 		$161K Buy
+3,213
New +$161K 0.06% 95
2021
Q1 		– Sell
-4,701
Closed -$235K – 86
2020
Q4 		$235K Sell
4,701
-993
-17% -$49.8K 0.11% 76
2020
Q3 		$285K Buy
+5,694
New +$285K 0.16% 60

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guidance Point Advisors's NEAR Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 3,213 shares — an estimated $161K sold.

Guidance Point Advisors first reported a position in NEAR in Q3 2020 and held it in 3 quarters. The position peaked at $285K in Q3 2020. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Guidance Point Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 3,213 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $161K.
  • Guidance Point Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 3 quarters.
  • Guidance Point Advisors's iShares Short Maturity Bond ETF position peaked at $285K in Q3 2020.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.