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

Westshore Wealth’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
-4,000
Closed -$200K – 99
2021
Q4 		$200K Hold
4,000
– – 0.14% 88
2021
Q3 		$201K Buy
+4,000
New +$201K 0.16% 76
2019
Q4 		$4.62M Buy
+92,014
New +$4.63M 5.09% 5

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

Westshore Wealth's NEAR Position: Q1 2022 in Review

Westshore Wealth sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 4,000 shares — an estimated $200K sold.

Westshore Wealth first reported a position in NEAR in Q4 2019 and held it in 3 quarters. The position peaked at $4.62M in Q4 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

  • Westshore Wealth reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Westshore Wealth sold 4,000 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $200K.
  • Westshore Wealth first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 3 quarters.
  • Westshore Wealth's iShares Short Maturity Bond ETF position peaked at $4.62M in Q4 2019.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Westshore Wealth's 13F filing for Q1 2022, filed 10 May 2022.