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

Affiance Financial’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	-5,289	Closed	-$265K	–	152
2021 Q3	$265K	Hold	5,289	–	–	0.12%	93
2021 Q2	$265K	Hold	5,289	–	–	0.11%	96
2021 Q1	$265K	Hold	5,289	–	–	0.12%	93
2020 Q4	$265K	Sell	5,289 -3,406	-39%	-$171K	0.14%	89
2020 Q3	$436K	Hold	8,695	–	–	0.25%	61
2020 Q2	$435K	Sell	8,695 -698	-7%	-$34.5K	0.24%	54
2020 Q1	$455K	Sell	9,393 -2,681	-22%	-$134K	0.31%	47
2019 Q4	$607K	Sell	12,074 -5,975	-33%	-$300K	0.33%	48
2019 Q3	$909K	Hold	18,049	–	–	0.55%	34
2019 Q2	$908K	Sell	18,049 -366	-2%	-$18.4K	0.56%	37
2019 Q1	$925K	Sell	18,415 -4,016	-18%	-$201K	0.58%	35
2018 Q4	$1.12M	Sell	22,431 -2,953	-12%	-$148K	0.74%	29
2018 Q3	$1.27M	Buy	25,384 +10,318	+68%	+$517K	0.84%	21
2018 Q2	$756K	Buy	+15,066	New	+$755K	0.58%	34

Other funds holding NEAR

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Affiance Financial's NEAR Position: Q4 2021 in Review

Affiance Financial sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 5,289 shares — an estimated $265K sold.

Affiance Financial first reported a position in NEAR in Q2 2018 and held it in 14 quarters. The position peaked at $1.27M in Q3 2018. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Affiance Financial reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
Affiance Financial sold 5,289 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $265K.
Affiance Financial first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 14 quarters.
Affiance Financial's iShares Short Maturity Bond ETF position peaked at $1.27M in Q3 2018.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Affiance Financial's 13F filing for Q4 2021, filed 1 Feb 2022.