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Tempus Wealth Planning’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tempus Wealth Planning’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
Q4 		– Sell
-4,303
Closed -$212K – 194
2022
Q3 		$212K Hold
4,303
– – 0.14% 162
2022
Q2 		$212K Buy
+4,303
New +$213K 0.17% 119
2021
Q2 		– Sell
-3,986
Closed -$200K – 153
2021
Q1 		$200K Buy
+3,986
New +$200K 0.21% 96

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tempus Wealth Planning's NEAR Position: Q4 2022 in Review

Tempus Wealth Planning sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 4,303 shares — an estimated $212K sold.

Tempus Wealth Planning first reported a position in NEAR in Q1 2021 and held it in 3 quarters. The position peaked at $212K in Q3 2022. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Tempus Wealth Planning reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,303 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $212K.
  • Tempus Wealth Planning first reported a position in iShares Short Maturity Bond ETF in Q1 2021 and held it in 3 quarters.
  • Tempus Wealth Planning's iShares Short Maturity Bond ETF position peaked at $212K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.