tru Independence’s iShares Short Maturity Bond ETF NEAR Stock Holding History

tru Independence’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 Q1	–	Sell	-1,007	Closed	-$50.5K	–	559
2020 Q4	$50.5K	Buy	+1,007	New	+$50.5K	0.09%	88
2020 Q3	–	Sell	-1,076	Closed	-$53	–	662
2020 Q2	$53	Buy	+1,076	New	+$53.2K	0.01%	366

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

tru Independence's NEAR Position: Q1 2021 in Review

tru Independence sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 1,007 shares — an estimated $50.5K sold.

tru Independence first reported a position in NEAR in Q2 2020 and held it in 2 quarters. The position peaked at $50.5K in Q4 2020. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

tru Independence reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 1,007 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $50.5K.
tru Independence first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 2 quarters.
tru Independence's iShares Short Maturity Bond ETF position peaked at $50.5K in Q4 2020.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.