SP
NEAR icon

Successful Portfolios’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Successful Portfolios’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
-4,150
Closed -$208K – 217
2021
Q3 		$208K Sell
4,150
-15
-0.4% -$752 0.12% 191
2021
Q2 		$209K Sell
4,165
-519
-11% -$26K 0.13% 190
2021
Q1 		$235K Sell
4,684
-445
-9% -$22.3K 0.15% 164
2020
Q4 		$257K Sell
5,129
-1,325
-21% -$66.4K 0.18% 139
2020
Q3 		$323K Sell
6,454
-3,082
-32% -$154K 0.26% 105
2020
Q2 		$477K Sell
9,536
-464
-5% -$22.9K 0.42% 71
2020
Q1 		$485K Buy
+10,000
New +$498K 0.49% 62

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

Successful Portfolios's NEAR Position: Q4 2021 in Review

Successful Portfolios sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 4,150 shares — an estimated $208K sold.

Successful Portfolios first reported a position in NEAR in Q1 2020 and held it in 7 quarters. The position peaked at $485K in Q1 2020. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Successful Portfolios reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Successful Portfolios sold 4,150 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $208K.
  • Successful Portfolios first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 7 quarters.
  • Successful Portfolios's iShares Short Maturity Bond ETF position peaked at $485K in Q1 2020.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Successful Portfolios's 13F filing for Q4 2021, filed 26 Jan 2022.