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Retirement Planning Company of New England’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Retirement Planning Company of New England’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 		– Sell
-400
Closed -$19K – 642
2021
Q4 		$19K Buy
+400
New +$20K 0.01% 539

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Retirement Planning Company of New England's NEAR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 400 shares — an estimated $19K sold.

Retirement Planning Company of New England first reported a position in NEAR in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 400 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $19K.
  • Retirement Planning Company of New England first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Short Maturity Bond ETF position peaked at $19K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.