WA
NEAR icon

Waddell & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Waddell & Associates’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
2022
Q1 		– Sell
-32,456
Closed -$1.62M – 136
2021
Q4 		$1.62M Buy
+32,456
New +$1.62M 0.26% 25

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waddell & Associates's NEAR Position: Q1 2022 in Review

Waddell & Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 32,456 shares — an estimated $1.62M sold.

Waddell & Associates first reported a position in NEAR in Q4 2021 and held it in 1 quarter. The position peaked at $1.62M in Q4 2021. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Waddell & Associates reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Waddell & Associates sold 32,456 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $1.62M.
  • Waddell & Associates first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and held it in 1 quarter.
  • Waddell & Associates's iShares Short Maturity Bond ETF position peaked at $1.62M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Waddell & Associates's 13F filing for Q1 2022, filed 21 Apr 2022.