9258 Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

9258 Wealth Management’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	-6,219	Closed	-$311K	–	376
2021 Q4	$311K	Buy	6,219 +38	+0.6%	+$1.9K	0.07%	279
2021 Q3	$310K	Buy	6,181 +199	+3%	+$9.98K	0.08%	253
2021 Q2	$300K	Sell	5,982 -2,060	-26%	-$103K	0.08%	263
2021 Q1	$404K	Buy	8,042 +2	+0%	+$100	0.12%	186
2020 Q4	$403K	Sell	8,040 -3,973	-33%	-$199K	0.13%	179
2020 Q3	$602K	Sell	12,013 -877	-7%	-$43.9K	0.23%	113
2020 Q2	$645K	Buy	12,890 +204	+2%	+$10.1K	0.26%	105
2020 Q1	$624K	Buy	12,686 +656	+5%	+$32.7K	0.27%	99
2019 Q4	$605K	Buy	12,030 +7,523	+167%	+$378K	0.22%	125
2019 Q3	$227K	Buy	+4,507	New	+$227K	0.18%	149

Other funds holding NEAR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

9258 Wealth Management's NEAR Position: Q1 2022 in Review

9258 Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 6,219 shares — an estimated $311K sold.

9258 Wealth Management first reported a position in NEAR in Q3 2019 and held it in 10 quarters. The position peaked at $645K in Q2 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

9258 Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 6,219 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $311K.
9258 Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 10 quarters.
9258 Wealth Management's iShares Short Maturity Bond ETF position peaked at $645K in Q2 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.