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Truvestments Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Truvestments Capital’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
Q4 		– Sell
-120
Closed -$6K – 640
2021
Q3 		$6K Hold
120
– – ﹤0.01% 433
2021
Q2 		$6K Hold
120
– – ﹤0.01% 438
2021
Q1 		$6K Hold
120
– – ﹤0.01% 503
2020
Q4 		$6K Buy
+120
New +$6.02K ﹤0.01% 478

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truvestments Capital's NEAR Position: Q4 2021 in Review

Truvestments Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 120 shares — an estimated $6K sold.

Truvestments Capital first reported a position in NEAR in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 364 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Truvestments Capital reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Truvestments Capital sold 120 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $6K.
  • Truvestments Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 4 quarters.
  • Truvestments Capital's iShares Short Maturity Bond ETF position peaked at $6K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Truvestments Capital's 13F filing for Q4 2021, filed 14 Feb 2022.