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Marco Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Marco Investment 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
2022
Q4 		– Sell
-10,422
Closed -$513K – 201
2022
Q3 		$513K Buy
10,422
+39
+0.4% +$1.92K 0.07% 143
2022
Q2 		$511K Sell
10,383
-180
-2% -$8.9K 0.06% 145
2022
Q1 		$524K Sell
10,563
-1,390
-12% -$69.2K 0.05% 148
2021
Q4 		$597K Sell
11,953
-2,581
-18% -$129K 0.06% 145
2021
Q3 		$729K Sell
14,534
-484
-3% -$24.3K 0.08% 133
2021
Q2 		$753K Buy
15,018
+4,018
+37% +$202K 0.09% 128
2021
Q1 		$552K Buy
+11,000
New +$552K 0.07% 132

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marco Investment Management's NEAR Position: Q4 2022 in Review

Marco Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 10,422 shares — an estimated $513K sold.

Marco Investment Management first reported a position in NEAR in Q1 2021 and held it in 7 quarters. The position peaked at $753K in Q2 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Marco Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Marco Investment Management sold 10,422 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $513K.
  • Marco Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 7 quarters.
  • Marco Investment Management's iShares Short Maturity Bond ETF position peaked at $753K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Marco Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.