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Simon Quick Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-240
Closed -$12K – 322
2022
Q1 		$12K Hold
240
– – ﹤0.01% 293
2021
Q4 		$12K Hold
240
– – ﹤0.01% 306
2021
Q3 		$12K Hold
240
– – ﹤0.01% 343
2021
Q2 		$12K Sell
240
-505
-68% -$25.3K ﹤0.01% 366
2021
Q1 		$37K Buy
745
+505
+210% +$25.4K 0.01% 299
2020
Q4 		$12K Buy
+240
New +$12K ﹤0.01% 361

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Simon Quick Advisors's NEAR Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 240 shares — an estimated $12K sold.

Simon Quick Advisors first reported a position in NEAR in Q4 2020 and held it in 6 quarters. The position peaked at $37K in Q1 2021. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Simon Quick Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 240 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $12K.
  • Simon Quick Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 6 quarters.
  • Simon Quick Advisors's iShares Short Maturity Bond ETF position peaked at $37K in Q1 2021.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.