Neuberger Berman Group
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Neuberger Berman Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Neuberger Berman Group’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
-4,410
Closed -$221K – 1933
2021
Q3 		$221K Buy
4,410
+410
+10% +$20.6K ﹤0.01% 1677
2021
Q2 		$201K Buy
+4,000
New +$201K ﹤0.01% 1709
2020
Q1 		– Sell
-5,142
Closed -$258K – 1592
2019
Q4 		$258K Sell
5,142
-2,633
-34% -$132K ﹤0.01% 1413
2019
Q3 		$391K Sell
7,775
-1,000
-11% -$50.3K ﹤0.01% 1328
2019
Q2 		$442K Buy
8,775
+3,575
+69% +$180K ﹤0.01% 1321
2019
Q1 		$261K Buy
+5,200
New +$260K ﹤0.01% 1406
2018
Q1 		– Sell
-123,775
Closed -$6.2M – 1719
2017
Q4 		$6.2M Sell
123,775
-14,423
-10% -$724K 0.01% 846
2017
Q3 		$6.95M Sell
138,198
-2,029
-1% -$102K 0.01% 805
2017
Q2 		$7.05M Sell
140,227
-11,452
-8% -$575K 0.01% 807
2017
Q1 		$7.62M Buy
151,679
+116,084
+326% +$5.83M 0.01% 789
2016
Q4 		$1.79M Buy
35,595
+14,790
+71% +$742K ﹤0.01% 1018
2016
Q3 		$1.04M Buy
20,805
+4,915
+31% +$247K ﹤0.01% 1094
2016
Q2 		$797K Buy
+15,890
New +$796K ﹤0.01% 1149

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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

Neuberger Berman Group's NEAR Position: Q4 2021 in Review

Neuberger Berman Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 4,410 shares — an estimated $221K sold.

Neuberger Berman Group first reported a position in NEAR in Q2 2016 and held it in 13 quarters. The position peaked at $7.62M in Q1 2017. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Neuberger Berman Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Neuberger Berman Group sold 4,410 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $221K.
  • Neuberger Berman Group first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and held it in 13 quarters.
  • Neuberger Berman Group's iShares Short Maturity Bond ETF position peaked at $7.62M in Q1 2017.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Neuberger Berman Group's 13F filing for Q4 2021, filed 11 Feb 2022.