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Marino Stram & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-14,808
Closed -$743K – 237
2021
Q2 		$743K Buy
+14,808
New +$743K 0.19% 95
2019
Q2 		– Sell
-753
Closed -$38K – 396
2019
Q1 		$38K Buy
753
+336
+81% +$16.8K 0.03% 187
2018
Q4 		$21K Buy
417
+2
+0.5% +$100 0.02% 207
2018
Q3 		$21K Buy
415
+2
+0.5% +$100 0.02% 241
2018
Q2 		$21K Buy
413
+1
+0.2% +$50 0.02% 241
2018
Q1 		$21K Buy
412
+1
+0.2% +$50 0.02% 247
2017
Q4 		$21K Buy
+411
New +$20.6K 0.02% 250

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Marino Stram & Associates's NEAR Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 14,808 shares — an estimated $743K sold.

Marino Stram & Associates first reported a position in NEAR in Q4 2017 and held it in 7 quarters. The position peaked at $743K in Q2 2021. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 14,808 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $743K.
  • Marino Stram & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 7 quarters.
  • Marino Stram & Associates's iShares Short Maturity Bond ETF position peaked at $743K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.