SFCL
NEAR icon

Strengthening Families & Communities LLC’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Strengthening Families & Communities LLC’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
Q3 		– Sell
-1,000
Closed -$50K – 514
2022
Q2 		$50K Hold
1,000
– – 0.03% 153
2022
Q1 		$50K Hold
1,000
– – 0.03% 153
2021
Q4 		$50 Buy
+1,000
New +$50K 0.01% 144

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strengthening Families & Communities LLC's NEAR Position: Q3 2022 in Review

Strengthening Families & Communities LLC sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 1,000 shares — an estimated $50K sold.

Strengthening Families & Communities LLC first reported a position in NEAR in Q4 2021 and held it in 3 quarters. The position peaked at $50K in Q2 2022. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • Strengthening Families & Communities LLC reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 1,000 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $50K.
  • Strengthening Families & Communities LLC first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 3 quarters.
  • Strengthening Families & Communities LLC's iShares Short Maturity Bond ETF position peaked at $50K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2022, filed 3 Nov 2022.