Wealth Quarterback’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wealth Quarterback’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 Q3	$78K	Buy	2,871 +1,217	+74%	+$61K	0.05%	182
2021 Q2	$83K	Buy	+1,654	New	+$83K	0.05%	185
2020 Q4	–	Sell	-16,552	Closed	-$828K	–	119
2020 Q3	$828K	Hold	16,552	–	–	0.76%	40
2020 Q2	$828K	Sell	16,552 -19,933	-55%	-$985K	0.76%	40
2020 Q1	$1.77M	Sell	36,485 -26,869	-42%	-$1.34M	1.62%	11
2019 Q4	$3.18M	Buy	+63,354	New	+$3.19M	2.76%	3

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

BlackRock New York $5.72T AUM 30.48% 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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Wealth Quarterback's NEAR Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Short Maturity Bond ETF (NEAR) stake by 74% in Q3 2021, buying an estimated $61K and bringing the position to 2,871 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #182.

Wealth Quarterback first reported a position in NEAR in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2019. 360 funds tracked by Wall St. Rank hold NEAR as of Q3 2021.

Wealth Quarterback held 2,871 shares of iShares Short Maturity Bond ETF worth $78K as of Q3 2021.
Wealth Quarterback bought 1,217 iShares Short Maturity Bond ETF shares in Q3 2021, an estimated $61K.
iShares Short Maturity Bond ETF made up 0.05% of Wealth Quarterback's portfolio in Q3 2021, its #182 holding.
Wealth Quarterback first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Quarterback's iShares Short Maturity Bond ETF position peaked at $3.18M in Q4 2019.
360 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.