Pineno Levin & Ford Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pineno Levin & Ford Asset Management’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	$777K	Buy	15,560 +2,400	+18%	+$120K	0.23%	70
2021 Q3	$660K	Buy	13,160 +600	+5%	+$30.1K	0.21%	72
2021 Q2	$630K	Buy	12,560 +1,800	+17%	+$90.3K	0.2%	71
2021 Q1	$540K	Hold	10,760	–	–	0.18%	74
2020 Q4	$540K	Buy	10,760 +1,100	+11%	+$55.2K	0.19%	70
2020 Q3	$484K	Buy	+9,660	New	+$484K	0.2%	70

Other funds holding NEAR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Pineno Levin & Ford Asset Management's NEAR Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 18% in Q4 2021, buying an estimated $120K and bringing the position to 15,560 shares worth $777K. The position accounts for 0.23% of the portfolio, ranked #70.

Pineno Levin & Ford Asset Management first reported a position in NEAR in Q3 2020 and has held it in 6 quarters since. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Pineno Levin & Ford Asset Management held 15,560 shares of iShares Short Maturity Bond ETF worth $777K as of Q4 2021.
Pineno Levin & Ford Asset Management bought 2,400 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $120K.
iShares Short Maturity Bond ETF made up 0.23% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #70 holding.
Pineno Levin & Ford Asset Management first reported a position in iShares Short Maturity Bond ETF in Q3 2020 and has held it in 6 quarters since.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.