Permit Capital Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Permit Capital Advisors’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 Q1	$15K	Buy	+313	New	+$15.6K	0.01%	106

Other funds holding NEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Permit Capital Advisors's NEAR Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2022: 313 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings.

357 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Permit Capital Advisors held 313 shares of iShares Short Maturity Bond ETF worth $15K as of Q1 2022.
iShares Short Maturity Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares Short Maturity Bond ETF made up 0.01% of Permit Capital Advisors's portfolio in Q1 2022, its #106 holding.
357 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.