Hexagon Capital Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Hexagon Capital Partners’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
2023 Q4	–	Sell	-35	Closed	-$1.75K	–	1477
2023 Q3	$1.75K	Hold	35	–	–	﹤0.01%	1094
2023 Q2	$1.74K	Hold	35	–	–	﹤0.01%	1104
2023 Q1	$1.74K	Hold	35	–	–	﹤0.01%	1095
2022 Q4	$1.72K	Hold	35	–	–	﹤0.01%	1112
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	1125
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	978
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	808
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	771
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	772
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	735
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	714
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	686
2020 Q3	$1K	Buy	+35	New	+$1.75K	﹤0.01%	658

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hexagon Capital Partners's NEAR Position: Q4 2023 in Review

Hexagon Capital Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 35 shares — an estimated $1.75K sold.

Hexagon Capital Partners first reported a position in NEAR in Q3 2020 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

Hexagon Capital Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 35 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $1.75K.
Hexagon Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and held it in 13 quarters.
Hexagon Capital Partners's iShares Short Maturity Bond ETF position peaked at $2K in Q3 2022.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.