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Howard Capital Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Howard Capital Management’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
-10,321
Closed -$518K – 72
2021
Q2 		$518K Hold
10,321
– – 0.1% 34
2021
Q1 		$518K Buy
10,321
+3,563
+53% +$179K 0.09% 47
2020
Q4 		$339K Buy
6,758
+50
+0.7% +$2.51K 0.07% 48
2020
Q3 		$336K Buy
6,708
+2,225
+50% +$111K 0.08% 45
2020
Q2 		$224K Buy
+4,483
New +$222K 0.06% 47

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

Howard Capital Management's NEAR Position: Q3 2021 in Review

Howard Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 10,321 shares — an estimated $518K sold.

Howard Capital Management first reported a position in NEAR in Q2 2020 and held it in 5 quarters. The position peaked at $518K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • Howard Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Howard Capital Management sold 10,321 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $518K.
  • Howard Capital Management first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 5 quarters.
  • Howard Capital Management's iShares Short Maturity Bond ETF position peaked at $518K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Howard Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.