New England Investment & Retirement Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

New England Investment & Retirement 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 Q3	$722K	Buy	14,396 +244	+2%	+$12.2K	0.17%	63
2021 Q2	$710K	Sell	14,152 -1,130	-7%	-$56.7K	0.15%	66
2021 Q1	$767K	Sell	15,282 -8,057	-35%	-$404K	0.19%	60
2020 Q4	$1.17M	Sell	23,339 -7	-0%	-$351	0.27%	54
2020 Q3	$1.17M	Buy	23,346 +3,727	+19%	+$187K	0.29%	52
2020 Q2	$981K	Buy	19,619 +6,694	+52%	+$331K	0.25%	51
2020 Q1	$627K	Sell	12,925 -304	-2%	-$15.1K	0.27%	38
2019 Q4	$665K	Buy	13,229 +38	+0.3%	+$1.91K	0.23%	43
2019 Q3	$664K	Buy	13,191 +1,203	+10%	+$60.5K	0.28%	38
2019 Q2	$603K	Buy	11,988 +612	+5%	+$30.7K	0.24%	44
2019 Q1	$572K	Buy	+11,376	New	+$570K	0.26%	37

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

New England Investment & Retirement Group's NEAR Position: Q3 2021 in Review

New England Investment & Retirement Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 1.7% in Q3 2021, buying an estimated $12.2K and bringing the position to 14,396 shares worth $722K. The position accounts for 0.17% of the portfolio, ranked #63.

New England Investment & Retirement Group first reported a position in NEAR in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2020. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

New England Investment & Retirement Group held 14,396 shares of iShares Short Maturity Bond ETF worth $722K as of Q3 2021.
New England Investment & Retirement Group bought 244 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $12.2K.
iShares Short Maturity Bond ETF made up 0.17% of New England Investment & Retirement Group's portfolio in Q3 2021, its #63 holding.
New England Investment & Retirement Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and has held it in 11 quarters since.
New England Investment & Retirement Group's iShares Short Maturity Bond ETF position peaked at $1.17M in Q4 2020.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.