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HC Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

HC Financial 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
Q3 		– Sell
-99
Closed -$5K – 350
2021
Q2 		$5K Hold
99
– – ﹤0.01% 288
2021
Q1 		$5K Buy
+99
New +$4.97K ﹤0.01% 298

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

HC Financial Advisors's NEAR Position: Q3 2021 in Review

HC Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 99 shares — an estimated $5K sold.

HC Financial Advisors first reported a position in NEAR in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • HC Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 99 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $5K.
  • HC Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 2 quarters.
  • HC Financial Advisors's iShares Short Maturity Bond ETF position peaked at $5K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.