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IHT Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

IHT Wealth 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
Q1 		– Sell
-12,453
Closed -$625K – 860
2020
Q4 		$625K Sell
12,453
-2,162
-15% -$108K 0.05% 343
2020
Q3 		$732K Sell
14,615
-1,544
-10% -$77.3K 0.07% 258
2020
Q2 		$808K Sell
16,159
-3,682
-19% -$182K 0.11% 204
2020
Q1 		$962K Buy
19,841
+1,720
+9% +$85.7K 0.14% 165
2019
Q4 		$911K Sell
18,121
-692
-4% -$34.8K 0.11% 214
2019
Q3 		$947K Buy
18,813
+12,592
+202% +$633K 0.13% 185
2019
Q2 		$313K Sell
6,221
-3,424
-36% -$172K 0.05% 387
2019
Q1 		$485K Sell
9,645
-1,007
-9% -$50.4K 0.08% 270
2018
Q4 		$531K Buy
10,652
+1,354
+15% +$67.7K 0.1% 229
2018
Q3 		$467K Buy
9,298
+3,292
+55% +$165K 0.1% 237
2018
Q2 		$301K Buy
6,006
+4,414
+277% +$221K 0.08% 304
2018
Q1 		$80K Buy
1,592
+381
+31% +$19.1K 0.02% 540
2017
Q4 		$61K Buy
+1,211
New +$60.8K 0.02% 633

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's NEAR Position: Q1 2021 in Review

IHT Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 12,453 shares — an estimated $625K sold.

IHT Wealth Management first reported a position in NEAR in Q4 2017 and held it in 13 quarters. The position peaked at $962K in Q1 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

  • IHT Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
  • IHT Wealth Management sold 12,453 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $625K.
  • IHT Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 13 quarters.
  • IHT Wealth Management's iShares Short Maturity Bond ETF position peaked at $962K in Q1 2020.
  • 375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.