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TCWP’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TCWP’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
-4,394
Closed -$216K – 285
2022
Q2 		$216K Sell
4,394
-4,132
-48% -$204K 0.05% 245
2022
Q1 		$422K Sell
8,526
-129,331
-94% -$6.44M 0.08% 175
2021
Q4 		$6.88M Buy
+137,857
New +$6.9M 1.37% 17

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

TCWP's NEAR Position: Q3 2022 in Review

TCWP sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2022, closing a stake of 4,394 shares — an estimated $216K sold.

TCWP first reported a position in NEAR in Q4 2021 and held it in 3 quarters. The position peaked at $6.88M in Q4 2021. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

  • TCWP reported no remaining iShares Short Maturity Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TCWP sold 4,394 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $216K.
  • TCWP first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 3 quarters.
  • TCWP's iShares Short Maturity Bond ETF position peaked at $6.88M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.