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TRUE Private Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q4 		– Sell
-9,412
Closed -$471K – 753
2020
Q3 		$471K Sell
9,412
-3,091
-25% -$155K 0.08% 129
2020
Q2 		$625K Sell
12,503
-14,235
-53% -$704K 0.11% 101
2020
Q1 		$1.3M Buy
+26,738
New +$1.33M 0.28% 59

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
LPL Financial
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

TRUE Private Wealth Advisors's NEAR Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 9,412 shares — an estimated $471K sold.

TRUE Private Wealth Advisors first reported a position in NEAR in Q1 2020 and held it in 3 quarters. The position peaked at $1.3M in Q1 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

  • TRUE Private Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 9,412 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $471K.
  • TRUE Private Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $1.3M in Q1 2020.
  • 382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.