SHJ
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Sharkey, Howes & Javer’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Sharkey, Howes & Javer’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
2020
Q4 		– Sell
-27,599
Closed -$1.38M – 78
2020
Q3 		$1.38M Buy
27,599
+580
+2% +$29K 0.53% 29
2020
Q2 		$1.35M Sell
27,019
-17,991
-40% -$889K 0.6% 29
2020
Q1 		$2.18M Buy
45,010
+7,904
+21% +$394K 1.14% 21
2019
Q4 		$1.86M Sell
37,106
-52,656
-59% -$2.65M 0.79% 26
2019
Q3 		$4.52M Sell
89,762
-13,775
-13% -$693K 1.95% 18
2019
Q2 		$5.21M Sell
103,537
-28,327
-21% -$1.42M 2.36% 14
2019
Q1 		$6.63M Buy
131,864
+105,344
+397% +$5.27M 3.09% 9
2018
Q4 		$1.32M Buy
26,520
+1,660
+7% +$83K 0.86% 16
2018
Q3 		$1.25M Buy
24,860
+13,653
+122% +$685K 0.65% 18
2018
Q2 		$562K Buy
11,207
+11,191
+69,944% +$561K 0.31% 25
2018
Q1 		$1K Buy
+16
New +$803 ﹤0.01% 206

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Sharkey, Howes & Javer's NEAR Position: Q4 2020 in Review

Sharkey, Howes & Javer sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 27,599 shares — an estimated $1.38M sold.

Sharkey, Howes & Javer first reported a position in NEAR in Q1 2018 and held it in 11 quarters. The position peaked at $6.63M in Q1 2019. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

  • Sharkey, Howes & Javer reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 27,599 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $1.38M.
  • Sharkey, Howes & Javer first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 11 quarters.
  • Sharkey, Howes & Javer's iShares Short Maturity Bond ETF position peaked at $6.63M in Q1 2019.
  • 382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2020, filed 4 Feb 2021.