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	-5,376	Closed	-$269K	–	233
2020 Q3	$269K	Buy	5,376 +456	+9%	+$22.8K	0.15%	155
2020 Q2	$246K	Sell	4,920 -12,820	-72%	-$634K	0.14%	157
2020 Q1	$860K	Buy	+17,740	New	+$884K	0.25%	78

Other funds holding NEAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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 5,376 shares — an estimated $269K 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 5,376 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $269K.
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.