JT Stratford LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

JT Stratford LLC’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
2022 Q3	–	Sell	-20,350	Closed	-$1M	–	212
2022 Q2	$1M	Sell	20,350 -6,801	-25%	-$336K	0.32%	79
2022 Q1	$1.35M	Buy	27,151 +5,629	+26%	+$280K	0.39%	68
2021 Q4	$1.07M	Sell	21,522 -3,200	-13%	-$160K	0.29%	83
2021 Q3	$1.24M	Buy	24,722 +8,225	+50%	+$412K	0.38%	67
2021 Q2	$828K	Buy	16,497 +6,804	+70%	+$341K	0.26%	98
2021 Q1	$486K	Buy	+9,693	New	+$487K	0.17%	120

Other funds holding NEAR

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JT Stratford LLC's NEAR Position: Q3 2022 in Review

JT Stratford LLC sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 20,350 shares — an estimated $1M sold.

JT Stratford LLC first reported a position in NEAR in Q1 2021 and held it in 6 quarters. The position peaked at $1.35M in Q1 2022. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

JT Stratford LLC reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
JT Stratford LLC sold 20,350 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $1M.
JT Stratford LLC first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 6 quarters.
JT Stratford LLC's iShares Short Maturity Bond ETF position peaked at $1.35M in Q1 2022.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on JT Stratford LLC's 13F filing for Q3 2022, filed 14 Nov 2022.