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

Liberty 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
Q4 		– Sell
-2,152
Closed -$108K – 763
2021
Q3 		$108K Buy
2,152
+4
+0.2% +$201 0.04% 277
2021
Q2 		$108K Sell
2,148
-231
-10% -$11.6K 0.04% 208
2021
Q1 		$119K Hold
2,379
– – 0.06% 161
2020
Q4 		$119K Sell
2,379
-21,398
-90% -$1.07M 0.06% 159
2020
Q3 		$1.19M Buy
23,777
+3,218
+16% +$161K 0.7% 25
2020
Q2 		$1.03M Sell
20,559
-12,082
-37% -$597K 0.72% 25
2020
Q1 		$1.6M Buy
32,641
+7,646
+31% +$381K 1.4% 15
2019
Q4 		$1.26M Sell
24,995
-4,692
-16% -$236K 0.99% 19
2019
Q3 		$1.49M Buy
29,687
+3,607
+14% +$181K 1.41% 13
2019
Q2 		$1.31M Sell
26,080
-3,410
-12% -$171K 1.15% 12
2019
Q1 		$1.48M Buy
29,490
+1,272
+5% +$63.7K 1.12% 12
2018
Q4 		$1.41M Buy
+28,218
New +$1.41M 1.05% 14

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
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

Liberty Wealth Management's NEAR Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 2,152 shares — an estimated $108K sold.

Liberty Wealth Management first reported a position in NEAR in Q4 2018 and held it in 12 quarters. The position peaked at $1.6M in Q1 2020. 364 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,152 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $108K.
  • Liberty Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.6M in Q1 2020.
  • 364 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.