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Kiwi Wealth Investments Limited Partnership’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		$16M Hold
317,615
– – 12.72% 4
2023
Q3 		$15.8M Hold
317,615
– – 1.73% 19
2023
Q2 		$15.8M Hold
317,615
– – 0.98% 26
2023
Q1 		$15.8M Sell
317,615
-604,701
-66% -$29.9M 1.02% 29
2022
Q4 		$45.4M Buy
+922,316
New +$45.3M 3.02% 4

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's NEAR Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership held its iShares Short Maturity Bond ETF (NEAR) position steady in Q4 2023 at 317,615 shares worth $16M. The position accounts for 12.72% of the portfolio, ranked #4.

Kiwi Wealth Investments Limited Partnership first reported a position in NEAR in Q4 2022 and has held it in 5 quarters since. The position peaked at $45.4M in Q4 2022. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership held 317,615 shares of iShares Short Maturity Bond ETF worth $16M as of Q4 2023.
  • Kiwi Wealth Investments Limited Partnership left its iShares Short Maturity Bond ETF share count unchanged in Q4 2023.
  • iShares Short Maturity Bond ETF made up 12.72% of Kiwi Wealth Investments Limited Partnership's portfolio in Q4 2023, its #4 holding.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares Short Maturity Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Kiwi Wealth Investments Limited Partnership's iShares Short Maturity Bond ETF position peaked at $45.4M in Q4 2022.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.