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Shepherd Financial Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shepherd Financial Partners’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
-15,514
Closed -$774K – 168
2021
Q4 		$774K Sell
15,514
-5,146
-25% -$257K 0.13% 95
2021
Q3 		$1.04M Sell
20,660
-10,450
-34% -$524K 0.2% 87
2021
Q2 		$1.56M Sell
31,110
-278
-0.9% -$13.9K 0.3% 66
2021
Q1 		$1.57M Sell
31,388
-4,665
-13% -$234K 0.35% 63
2020
Q4 		$1.81M Buy
36,053
+16,438
+84% +$824K 0.41% 52
2020
Q3 		$983K Buy
19,615
+15,204
+345% +$761K 0.23% 76
2020
Q2 		$221K Sell
4,411
-777
-15% -$38.4K 0.06% 117
2020
Q1 		$250K Buy
+5,188
New +$258K 0.09% 108
2019
Q4 		– Sell
-4,500
Closed -$226K – 129
2019
Q3 		$226K Buy
4,500
+378
+9% +$19K 0.06% 120
2019
Q2 		$207K Buy
4,122
+2
+0% +$100 0.04% 125
2019
Q1 		$207K Buy
+4,120
New +$206K 0.04% 123
2018
Q4 		– Sell
-18,082
Closed -$911K – 137
2018
Q3 		$911K Hold
18,082
– – 0.21% 66
2018
Q2 		$905K Sell
18,082
-919
-5% -$46.1K 0.2% 66
2018
Q1 		$957K Sell
19,001
-276
-1% -$13.8K 0.24% 54
2017
Q4 		$968K Sell
19,277
-143
-0.7% -$7.18K 0.23% 55
2017
Q3 		$979K Buy
19,420
+12,757
+191% +$641K 0.23% 55
2017
Q2 		$334K Buy
+6,663
New +$335K 0.08% 92

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shepherd Financial Partners's NEAR Position: Q1 2022 in Review

Shepherd Financial Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 15,514 shares — an estimated $774K sold.

Shepherd Financial Partners first reported a position in NEAR in Q2 2017 and held it in 17 quarters. The position peaked at $1.81M in Q4 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Shepherd Financial Partners reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 15,514 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $774K.
  • Shepherd Financial Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and held it in 17 quarters.
  • Shepherd Financial Partners's iShares Short Maturity Bond ETF position peaked at $1.81M in Q4 2020.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Shepherd Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.