Intelligence Driven Advisers’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Intelligence Driven Advisers’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 Q4	–	Sell	-13,890	Closed	-$696K	–	98
2021 Q3	$696K	Hold	13,890	–	–	0.16%	42
2021 Q2	$697K	Hold	13,890	–	–	0.14%	49
2021 Q1	$697K	Hold	13,890	–	–	0.16%	44
2020 Q4	$697K	Buy	+13,890	New	+$696K	0.16%	50

Other funds holding NEAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

RJFSA

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

Intelligence Driven Advisers's NEAR Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 13,890 shares — an estimated $696K sold.

Intelligence Driven Advisers first reported a position in NEAR in Q4 2020 and held it in 4 quarters. The position peaked at $697K in Q2 2021. 364 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Intelligence Driven Advisers reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 13,890 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $696K.
Intelligence Driven Advisers first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 4 quarters.
Intelligence Driven Advisers's iShares Short Maturity Bond ETF position peaked at $697K in Q2 2021.
364 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.