Archford Capital Strategies’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Archford Capital Strategies’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	-4,332	Closed	-$217K	–	309
2021 Q3	$217K	Sell	4,332 -1,027	-19%	-$51.5K	0.05%	292
2021 Q2	$269K	Sell	5,359 -610	-10%	-$30.6K	0.07%	256
2021 Q1	$299K	Sell	5,969 -12,739	-68%	-$640K	0.08%	229
2020 Q4	$939K	Sell	18,708 -139	-0.7%	-$6.97K	0.22%	137
2020 Q3	$944K	Buy	18,847 +544	+3%	+$27.2K	0.25%	111
2020 Q2	$915K	Buy	18,303 +12,608	+221%	+$623K	0.27%	106
2020 Q1	$276K	Buy	+5,695	New	+$284K	0.11%	186
2019 Q3	–	Sell	-198	Closed	-$10K	–	413
2019 Q2	$10K	Buy	+198	New	+$9.94K	﹤0.01%	406

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

Archford Capital Strategies's NEAR Position: Q4 2021 in Review

Archford Capital Strategies sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 4,332 shares — an estimated $217K sold.

Archford Capital Strategies first reported a position in NEAR in Q2 2019 and held it in 8 quarters. The position peaked at $944K in Q3 2020. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Archford Capital Strategies reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
Archford Capital Strategies sold 4,332 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $217K.
Archford Capital Strategies first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 8 quarters.
Archford Capital Strategies's iShares Short Maturity Bond ETF position peaked at $944K in Q3 2020.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.