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

Verus 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
2024 Q1	–	Sell	-5,503	Closed	-$278K	–	359
2023 Q4	$278K	Sell	5,503 -1,929	-26%	-$96.5K	0.03%	244
2023 Q3	$371K	Sell	7,432 -955	-11%	-$47.5K	0.05%	198
2023 Q2	$417K	Sell	8,387 -9,753	-54%	-$484K	0.06%	183
2023 Q1	$900K	Sell	18,140 -6,365	-26%	-$315K	0.14%	99
2022 Q4	$1.21M	Sell	24,505 -4,311	-15%	-$212K	0.23%	75
2022 Q3	$1.42M	Buy	28,816 +4,103	+17%	+$202K	0.27%	56
2022 Q2	$1.22M	Buy	24,713 +9,184	+59%	+$454K	0.24%	83
2022 Q1	$768K	Buy	+15,529	New	+$773K	0.12%	123
2020 Q1	$1K	Sell	18 -5	-22%	-$249	﹤0.01%	1416
2019 Q4	$1K	Buy	+23	New	+$1.16K	﹤0.01%	1484

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Verus Capital Partners's NEAR Position: Q1 2024 in Review

Verus Capital Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2024, closing a stake of 5,503 shares — an estimated $278K sold.

Verus Capital Partners first reported a position in NEAR in Q4 2019 and held it in 10 quarters. The position peaked at $1.42M in Q3 2022. 331 funds tracked by Wall St. Rank hold NEAR as of Q1 2024.

Verus Capital Partners reported no remaining iShares Short Maturity Bond ETF position as of Q1 2024 after selling out during the quarter.
Verus Capital Partners sold 5,503 iShares Short Maturity Bond ETF shares in Q1 2024, an estimated $278K.
Verus Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 10 quarters.
Verus Capital Partners's iShares Short Maturity Bond ETF position peaked at $1.42M in Q3 2022.
331 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2024.

Based on Verus Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.