Atlas Private Wealth Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Atlas Private Wealth Advisors’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	-6,348	Closed	-$318K	–	507
2021 Q3	$318K	Sell	6,348 -1,867	-23%	-$93.6K	0.17%	112
2021 Q2	$412K	Sell	8,215 -391	-5%	-$19.6K	0.22%	84
2021 Q1	$432K	Sell	8,606 -39	-0.5%	-$1.96K	0.24%	82
2020 Q4	$434K	Buy	8,645 +1,670	+24%	+$83.7K	0.29%	75
2020 Q3	$350K	Sell	6,975 -140	-2%	-$7.01K	0.29%	73
2020 Q2	$356K	Buy	+7,115	New	+$352K	0.32%	74

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

Atlas Private Wealth Advisors's NEAR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 6,348 shares — an estimated $318K sold.

Atlas Private Wealth Advisors first reported a position in NEAR in Q2 2020 and held it in 6 quarters. The position peaked at $434K in Q4 2020. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,348 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $318K.
Atlas Private Wealth Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Short Maturity Bond ETF position peaked at $434K in Q4 2020.
365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.