Access Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Access Financial Services’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 Q2	–	Sell	-12,070	Closed	-$598K	–	111
2022 Q1	$598K	Buy	12,070 +6,714	+125%	+$334K	0.28%	83
2021 Q4	$268K	Sell	5,356 -2,482	-32%	-$124K	0.12%	108
2021 Q3	$393K	Sell	7,838 -1,811	-19%	-$90.8K	0.18%	92
2021 Q2	$484K	Buy	9,649 +4,202	+77%	+$211K	0.23%	93
2021 Q1	$273K	Sell	5,447 -1,313	-19%	-$65.9K	0.13%	95
2020 Q4	$339K	Buy	+6,760	New	+$339K	0.17%	78
2020 Q3	–	Sell	-8,917	Closed	-$446K	–	77
2020 Q2	$446K	Buy	8,917 +82	+0.9%	+$4.05K	0.29%	59
2020 Q1	$428K	Buy	+8,835	New	+$440K	0.34%	52

Other funds holding NEAR

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Access Financial Services's NEAR Position: Q2 2022 in Review

Access Financial Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 12,070 shares — an estimated $598K sold.

Access Financial Services first reported a position in NEAR in Q1 2020 and held it in 8 quarters. The position peaked at $598K in Q1 2022. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

Access Financial Services reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
Access Financial Services sold 12,070 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $598K.
Access Financial Services first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 8 quarters.
Access Financial Services's iShares Short Maturity Bond ETF position peaked at $598K in Q1 2022.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Access Financial Services's 13F filing for Q2 2022, filed 20 Jul 2022.