Vishria Bird Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vishria Bird Financial Group’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 Q1	–	Sell	-7,058	Closed	-$354K	–	56
2020 Q4	$354K	Sell	7,058 -4,730	-40%	-$237K	0.2%	37
2020 Q3	$591K	Sell	11,788 -400	-3%	-$20K	0.37%	28
2020 Q2	$610K	Buy	12,188 +523	+4%	+$25.9K	0.48%	21
2020 Q1	$566K	Sell	11,665 -41,956	-78%	-$2.09M	0.59%	24
2019 Q4	$2.69M	Sell	53,621 -8,015	-13%	-$403K	2.61%	16
2019 Q3	$3.1M	Buy	61,636 +8,626	+16%	+$434K	3.55%	13
2019 Q2	$2.67M	Sell	53,010 -7,823	-13%	-$393K	2.66%	15
2019 Q1	$3.06M	Buy	+60,833	New	+$3.05M	3.09%	16

Other funds holding NEAR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vishria Bird Financial Group's NEAR Position: Q1 2021 in Review

Vishria Bird Financial Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2021, closing a stake of 7,058 shares — an estimated $354K sold.

Vishria Bird Financial Group first reported a position in NEAR in Q1 2019 and held it in 8 quarters. The position peaked at $3.1M in Q3 2019. 375 funds tracked by Wall St. Rank hold NEAR as of Q1 2021.

Vishria Bird Financial Group reported no remaining iShares Short Maturity Bond ETF position as of Q1 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 7,058 iShares Short Maturity Bond ETF shares in Q1 2021, an estimated $354K.
Vishria Bird Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 8 quarters.
Vishria Bird Financial Group's iShares Short Maturity Bond ETF position peaked at $3.1M in Q3 2019.
375 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2021.

Based on Vishria Bird Financial Group's 13F filing for Q1 2021, filed 27 Apr 2021.