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Watchman Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Watchman 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
2022
Q4 		– Sell
-4,227
Closed -$208K – 75
2022
Q3 		$208K Sell
4,227
-1,080
-20% -$53.2K 0.13% 67
2022
Q2 		$261K Sell
5,307
-11,515
-68% -$569K 0.16% 60
2022
Q1 		$834K Sell
16,822
-14,580
-46% -$725K 0.49% 47
2021
Q4 		$1.57M Buy
31,402
+232
+0.7% +$11.6K 0.82% 49
2021
Q3 		$1.56M Sell
31,170
-2,997
-9% -$150K 1.01% 45
2021
Q2 		$1.71M Sell
34,167
-6,463
-16% -$324K 1% 48
2021
Q1 		$2.04M Sell
40,630
-10,969
-21% -$551K 1.26% 44
2020
Q4 		$2.59M Buy
51,599
+20,402
+65% +$1.02M 1.72% 30
2020
Q3 		$1.56M Sell
31,197
-3,722
-11% -$186K 1.15% 42
2020
Q2 		$1.75M Sell
34,919
-5,180
-13% -$256K 1.45% 30
2020
Q1 		$1.95M Sell
40,099
-24,087
-38% -$1.2M 2% 19
2019
Q4 		$3.23M Buy
+64,186
New +$3.23M 2.4% 12

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Watchman Group's NEAR Position: Q4 2022 in Review

Watchman Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 4,227 shares — an estimated $208K sold.

Watchman Group first reported a position in NEAR in Q4 2019 and held it in 12 quarters. The position peaked at $3.23M in Q4 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Watchman Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Watchman Group sold 4,227 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $208K.
  • Watchman Group first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 12 quarters.
  • Watchman Group's iShares Short Maturity Bond ETF position peaked at $3.23M in Q4 2019.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Watchman Group's 13F filing for Q4 2022, filed 9 Feb 2023.