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Matthew Goff Investment Advisor’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Matthew Goff Investment Advisor’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
-6,056
Closed -$304K – 87
2021
Q3 		$304K Sell
6,056
-29,233
-83% -$1.47M 0.07% 80
2021
Q2 		$1.77M Sell
35,289
-113,868
-76% -$5.71M 0.45% 42
2021
Q1 		$7.49M Sell
149,157
-86,063
-37% -$4.32M 2.11% 17
2020
Q4 		$11.8M Sell
235,220
-24,575
-9% -$1.23M 3.51% 7
2020
Q3 		$13M Sell
259,795
-13,971
-5% -$700K 4.15% 5
2020
Q2 		$13.7M Sell
273,766
-4,597
-2% -$227K 4.49% 6
2020
Q1 		$13.5M Buy
278,363
+4,268
+2% +$213K 5.68% 4
2019
Q4 		$13.8M Buy
274,095
+46,071
+20% +$2.32M 5.1% 4
2019
Q3 		$11.5M Buy
228,024
+57,991
+34% +$2.92M 4.74% 4
2019
Q2 		$8.56M Buy
170,033
+92,317
+119% +$4.64M 3.66% 9
2019
Q1 		$3.9M Buy
+77,716
New +$3.89M 1.8% 24

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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 $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Matthew Goff Investment Advisor's NEAR Position: Q4 2021 in Review

Matthew Goff Investment Advisor sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 6,056 shares — an estimated $304K sold.

Matthew Goff Investment Advisor first reported a position in NEAR in Q1 2019 and held it in 11 quarters. The position peaked at $13.8M in Q4 2019. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Matthew Goff Investment Advisor reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 6,056 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $304K.
  • Matthew Goff Investment Advisor first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 11 quarters.
  • Matthew Goff Investment Advisor's iShares Short Maturity Bond ETF position peaked at $13.8M in Q4 2019.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2021, filed 18 Jan 2022.