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Strategic Blueprint’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-245
Closed -$12K – 986
2021
Q2 		$12K Buy
+245
New +$12.3K ﹤0.01% 926
2020
Q3 		– Sell
-4,865
Closed -$243K – 223
2020
Q2 		$243K Buy
+4,865
New +$240K 0.09% 147

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Strategic Blueprint's NEAR Position: Q3 2021 in Review

Strategic Blueprint sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2021, closing a stake of 245 shares — an estimated $12K sold.

Strategic Blueprint first reported a position in NEAR in Q2 2020 and held it in 2 quarters. The position peaked at $243K in Q2 2020. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

  • Strategic Blueprint reported no remaining iShares Short Maturity Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 245 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $12K.
  • Strategic Blueprint first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 2 quarters.
  • Strategic Blueprint's iShares Short Maturity Bond ETF position peaked at $243K in Q2 2020.
  • 360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.