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Twin Focus Capital Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Twin Focus Capital Partners’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
-20,000
Closed -$991K – 221
2022
Q1 		$991K Hold
20,000
– – 0.19% 68
2021
Q4 		$999K Hold
20,000
– – 0.2% 62
2021
Q3 		$1M Hold
20,000
– – 0.23% 60
2021
Q2 		$1M Buy
+20,000
New +$1M 0.23% 63

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EWA
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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

Twin Focus Capital Partners's NEAR Position: Q2 2022 in Review

Twin Focus Capital Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 20,000 shares — an estimated $991K sold.

Twin Focus Capital Partners first reported a position in NEAR in Q2 2021 and held it in 4 quarters. The position peaked at $1M in Q3 2021. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

  • Twin Focus Capital Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Twin Focus Capital Partners sold 20,000 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $991K.
  • Twin Focus Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2021 and held it in 4 quarters.
  • Twin Focus Capital Partners's iShares Short Maturity Bond ETF position peaked at $1M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Twin Focus Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.