TI
NEAR icon

Tidal Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Tidal Investments’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
Q2 		– Sell
-6,778
Closed -$336K – 1158
2022
Q1 		$336K Sell
6,778
-1,006
-13% -$50.1K 0.01% 790
2021
Q4 		$389K Buy
7,784
+8
+0.1% +$400 0.01% 688
2021
Q3 		$390K Buy
7,776
+7
+0.1% +$351 0.01% 585
2021
Q2 		$390K Sell
7,769
-209
-3% -$10.5K 0.02% 494
2021
Q1 		$400K Sell
7,978
-4,241
-35% -$213K 0.02% 346
2020
Q4 		$613K Buy
12,219
+22
+0.2% +$1.1K 0.04% 206
2020
Q3 		$611K Buy
12,197
+343
+3% +$17.2K 0.08% 136
2020
Q2 		$592K Buy
11,854
+1,123
+10% +$55.5K 0.08% 145
2020
Q1 		$520K Sell
10,731
-27,238
-72% -$1.36M 0.15% 112
2019
Q4 		$1.91M Buy
37,969
+1,191
+3% +$59.9K 0.8% 42
2019
Q3 		$1.85M Buy
36,778
+154
+0.4% +$7.74K 0.83% 42
2019
Q2 		$1.84M Buy
36,624
+11,988
+49% +$602K 1.02% 35
2019
Q1 		$1.24M Buy
+24,636
New +$1.23M 0.83% 42

Other funds holding NEAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Tidal Investments's NEAR Position: Q2 2022 in Review

Tidal Investments sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 6,778 shares — an estimated $336K sold.

Tidal Investments first reported a position in NEAR in Q1 2019 and held it in 13 quarters. The position peaked at $1.91M in Q4 2019. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Tidal Investments reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Tidal Investments sold 6,778 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $336K.
  • Tidal Investments first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 13 quarters.
  • Tidal Investments's iShares Short Maturity Bond ETF position peaked at $1.91M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Tidal Investments's 13F filing for Q2 2022, filed 15 Aug 2022.