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Simplicity Solutions’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Simplicity Solutions’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
2021
Q4 		– Sell
-4,327
Closed -$217K – 561
2021
Q3 		$217K Buy
+4,327
New +$217K 0.03% 539
2021
Q1 		– Sell
-33,801
Closed -$1.7M – 800
2020
Q4 		$1.7M Sell
33,801
-40,337
-54% -$2.02M 0.03% 426
2020
Q3 		$3.71M Sell
74,138
-948
-1% -$47.5K 0.07% 235
2020
Q2 		$3.75M Sell
75,086
-339,118
-82% -$16.8M 0.07% 211
2020
Q1 		$20.1M Buy
414,204
+56,985
+16% +$2.84M 0.62% 30
2019
Q4 		$17.9M Buy
357,219
+76,014
+27% +$3.82M 0.55% 36
2019
Q3 		$14.2M Buy
281,205
+31,299
+13% +$1.57M 0.58% 34
2019
Q2 		$12.6M Buy
249,906
+185,218
+286% +$9.3M 0.54% 37
2019
Q1 		$3.25M Buy
64,688
+59,328
+1,107% +$2.97M 0.19% 107
2018
Q4 		$267K Buy
5,360
+1,336
+33% +$66.8K 0.03% 481
2018
Q3 		$202K Sell
4,024
-1,710
-30% -$85.7K 0.01% 529
2018
Q2 		$288K Buy
+5,734
New +$287K 0.02% 372
2016
Q3 		– Sell
-5,639
Closed -$283K – 253
2016
Q2 		$283K Sell
5,639
-3,723
-40% -$186K 0.15% 177
2016
Q1 		$469K Buy
+9,362
New +$468K 0.29% 113

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Solutions's NEAR Position: Q4 2021 in Review

Simplicity Solutions sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 4,327 shares — an estimated $217K sold.

Simplicity Solutions first reported a position in NEAR in Q1 2016 and held it in 14 quarters. The position peaked at $20.1M in Q1 2020. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Simplicity Solutions reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 4,327 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $217K.
  • Simplicity Solutions first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 14 quarters.
  • Simplicity Solutions's iShares Short Maturity Bond ETF position peaked at $20.1M in Q1 2020.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.