Avity Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avity Investment 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 Q2	–	Sell	-34,900	Closed	-$1.73M	–	91
2022 Q1	$1.73M	Sell	34,900 -4,000	-10%	-$199K	0.15%	43
2021 Q4	$1.94M	Sell	38,900 -600	-2%	-$30K	0.15%	38
2021 Q3	$1.98M	Buy	39,500 +3,500	+10%	+$175K	0.17%	38
2021 Q2	$1.81M	Sell	36,000 -19,100	-35%	-$958K	0.15%	36
2021 Q1	$2.77M	Sell	55,100 -16,400	-23%	-$823K	0.25%	36
2020 Q4	$3.59M	Buy	+71,500	New	+$3.59M	0.34%	35

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

Avity Investment Management's NEAR Position: Q2 2022 in Review

Avity Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 34,900 shares — an estimated $1.73M sold.

Avity Investment Management first reported a position in NEAR in Q4 2020 and held it in 6 quarters. The position peaked at $3.59M in Q4 2020. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

Avity Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
Avity Investment Management sold 34,900 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $1.73M.
Avity Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2020 and held it in 6 quarters.
Avity Investment Management's iShares Short Maturity Bond ETF position peaked at $3.59M in Q4 2020.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Avity Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.