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TD Waterhouse Canada’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TD Waterhouse Canada’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
2023
Q4 		– Sell
-625
Closed -$31.1K – 1772
2023
Q3 		$31.1K Hold
625
– – ﹤0.01% 1013
2023
Q2 		$31K Hold
625
– – ﹤0.01% 1037
2023
Q1 		$30.9K Hold
625
– – ﹤0.01% 1018
2022
Q4 		$30.8K Hold
625
– – ﹤0.01% 1001
2022
Q3 		$30.7K Hold
625
– – ﹤0.01% 1001
2022
Q2 		$30.8K Hold
625
– – ﹤0.01% 1017
2022
Q1 		$31K Sell
625
-189
-23% -$9.4K ﹤0.01% 1073
2021
Q4 		$41.4K Buy
+814
New +$40.7K ﹤0.01% 1039

Other funds holding NEAR

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

TD Waterhouse Canada's NEAR Position: Q4 2023 in Review

TD Waterhouse Canada sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 625 shares — an estimated $31.1K sold.

TD Waterhouse Canada first reported a position in NEAR in Q4 2021 and held it in 8 quarters. The position peaked at $41.4K in Q4 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

  • TD Waterhouse Canada reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 625 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $31.1K.
  • TD Waterhouse Canada first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 8 quarters.
  • TD Waterhouse Canada's iShares Short Maturity Bond ETF position peaked at $41.4K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on TD Waterhouse Canada's 13F filing for Q4 2023, filed 12 Feb 2024.