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

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
2022
Q4 		– Sell
-258
Closed -$13K – 696
2022
Q3 		$13K Hold
258
– – 0.01% 228
2022
Q2 		$13K Sell
258
-291
-53% -$14.4K 0.01% 395
2022
Q1 		$27K Hold
549
– – 0.01% 291
2021
Q4 		$27K Sell
549
-716
-57% -$35.8K 0.01% 290
2021
Q3 		$63K Buy
1,265
+1
+0.1% +$50 0.03% 206
2021
Q2 		$63K Buy
1,264
+1
+0.1% +$50 0.03% 214
2021
Q1 		$63K Sell
1,263
-851
-40% -$42.7K 0.03% 247
2020
Q4 		$106K Sell
2,114
-1,582
-43% -$79.3K 0.05% 175
2020
Q3 		$185K Buy
3,696
+2,081
+129% +$104K 0.1% 127
2020
Q2 		$81K Buy
+1,615
New +$79.8K 0.05% 194
2019
Q4 		$65K Buy
+1,303
New +$65.5K 0.04% 207

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's NEAR Position: Q4 2022 in Review

Retirement Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 258 shares — an estimated $13K sold.

Retirement Group first reported a position in NEAR in Q4 2019 and held it in 11 quarters. The position peaked at $185K in Q3 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Retirement Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Group sold 258 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $13K.
  • Retirement Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 11 quarters.
  • Retirement Group's iShares Short Maturity Bond ETF position peaked at $185K in Q3 2020.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.