Vontobel Holding
NEAR icon

Vontobel Holding’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Vontobel Holding’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
Q4 		– Sell
-4,568
Closed -$229K – 1166
2021
Q3 		$229K Hold
4,568
– – ﹤0.01% 1005
2021
Q2 		$229K Sell
4,568
-2,400
-34% -$120K ﹤0.01% 1003
2021
Q1 		$350K Buy
6,968
+1,156
+20% +$58K ﹤0.01% 749
2020
Q4 		$292K Buy
+5,812
New +$291K ﹤0.01% 808

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vontobel Holding's NEAR Position: Q4 2021 in Review

Vontobel Holding sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 4,568 shares — an estimated $229K sold.

Vontobel Holding first reported a position in NEAR in Q4 2020 and held it in 4 quarters. The position peaked at $350K in Q1 2021. 364 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Vontobel Holding reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 4,568 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $229K.
  • Vontobel Holding first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 4 quarters.
  • Vontobel Holding's iShares Short Maturity Bond ETF position peaked at $350K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.