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

Veracity 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
2020 Q4	–	Sell	-10,752	Closed	-$538K	–	266
2020 Q3	$538K	Buy	10,752 +912	+9%	+$45.7K	0.15%	158
2020 Q2	$492K	Sell	9,840 -7,900	-45%	-$391K	0.14%	160
2020 Q1	$860K	Buy	+17,740	New	+$884K	0.25%	78

Other funds holding NEAR

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Veracity Capital's NEAR Position: Q4 2020 in Review

Veracity Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 10,752 shares — an estimated $538K sold.

Veracity Capital first reported a position in NEAR in Q1 2020 and held it in 3 quarters. The position peaked at $860K in Q1 2020. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

Veracity Capital reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
Veracity Capital sold 10,752 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $538K.
Veracity Capital first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 3 quarters.
Veracity Capital's iShares Short Maturity Bond ETF position peaked at $860K in Q1 2020.
382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Veracity Capital's 13F filing for Q4 2020, filed 25 Jan 2021.