HIP
NEAR icon

HUB Investment Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

HUB Investment 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
Q3 		– Sell
-4,609
Closed -$229K – 278
2023
Q2 		$229K Sell
4,609
-3,481
-43% -$173K 0.04% 221
2023
Q1 		$401K Sell
8,090
-9,193
-53% -$455K 0.08% 144
2022
Q4 		$852K Sell
17,283
-6,565
-28% -$323K 0.19% 62
2022
Q3 		$1.18M Sell
23,848
-11,648
-33% -$574K 0.35% 65
2022
Q2 		$1.75M Sell
35,496
-5,588
-14% -$276K 0.55% 58
2022
Q1 		$2.04M Buy
41,084
+12,636
+44% +$629K 0.48% 58
2021
Q4 		$1.42M Buy
28,448
+6,152
+28% +$308K 0.33% 73
2021
Q3 		$1.12M Sell
22,296
-866
-4% -$43.4K 0.27% 94
2021
Q2 		$1.16M Sell
23,162
-7,594
-25% -$381K 0.31% 79
2021
Q1 		$1.54M Sell
30,756
-8,108
-21% -$407K 0.46% 63
2020
Q4 		$1.95M Buy
+38,864
New +$1.95M 0.89% 31

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HUB Investment Partners's NEAR Position: Q3 2023 in Review

HUB Investment Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 4,609 shares — an estimated $229K sold.

HUB Investment Partners first reported a position in NEAR in Q4 2020 and held it in 11 quarters. The position peaked at $2.04M in Q1 2022. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

  • HUB Investment Partners reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
  • HUB Investment Partners sold 4,609 iShares Short Maturity Bond ETF shares in Q3 2023, an estimated $229K.
  • HUB Investment Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 11 quarters.
  • HUB Investment Partners's iShares Short Maturity Bond ETF position peaked at $2.04M in Q1 2022.
  • 335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on HUB Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.