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

Weaver Consulting 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
2020 Q4	–	Sell	-7,597	Closed	-$381K	–	616
2020 Q3	$381K	Sell	7,597 -14,190	-65%	-$711K	0.22%	73
2020 Q2	$1.09M	Sell	21,787 -1,124	-5%	-$55.6K	0.63%	32
2020 Q1	$1.11M	Sell	22,911 -2,293	-9%	-$114K	0.73%	27
2019 Q4	$1.27M	Sell	25,204 -7,044	-22%	-$354K	0.68%	33
2019 Q3	$1.62M	Sell	32,248 -131	-0.4%	-$6.59K	0.86%	29
2019 Q2	$1.63M	Sell	32,379 -598	-2%	-$30K	0.89%	26
2019 Q1	$1.66M	Buy	+32,977	New	+$1.65M	0.47%	41

Other funds holding NEAR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Weaver Consulting Group's NEAR Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2020, closing a stake of 7,597 shares — an estimated $381K sold.

Weaver Consulting Group first reported a position in NEAR in Q1 2019 and held it in 7 quarters. The position peaked at $1.66M in Q1 2019. 382 funds tracked by Wall St. Rank hold NEAR as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 7,597 iShares Short Maturity Bond ETF shares in Q4 2020, an estimated $381K.
Weaver Consulting Group first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Short Maturity Bond ETF position peaked at $1.66M in Q1 2019.
382 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.