WFO
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Wealthgate Family Office’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Wealthgate Family Office’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
-10,000
Closed -$501K – 47
2021
Q3 		$501K Buy
+10,000
New +$501K 0.77% 19

Other funds holding NEAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthgate Family Office's NEAR Position: Q4 2021 in Review

Wealthgate Family Office sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 10,000 shares — an estimated $501K sold.

Wealthgate Family Office first reported a position in NEAR in Q3 2021 and held it in 1 quarter. The position peaked at $501K in Q3 2021. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Wealthgate Family Office reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 10,000 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $501K.
  • Wealthgate Family Office first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's iShares Short Maturity Bond ETF position peaked at $501K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.