CFS Investment Advisory Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

CFS Investment Advisory 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
2023 Q4	–	Sell	-4,473	Closed	-$223K	–	165
2023 Q3	$223K	Hold	4,473	–	–	0.04%	157
2023 Q2	$222K	Hold	4,473	–	–	0.03%	228
2023 Q1	$222K	Sell	4,473 -291	-6%	-$14.4K	0.04%	131
2022 Q4	$235K	Sell	4,764 -234,675	-98%	-$11.5M	0.05%	115
2022 Q3	$240K	Buy	239,439 +234,681	+4,932%	+$11.6M	0.06%	118
2022 Q2	$234K	Sell	4,758 -231,294	-98%	-$11.4M	0.04%	195
2022 Q1	$5K	Buy	236,052 +231,193	+4,758%	+$11.5M	0.02%	209
2021 Q4	$243K	Buy	4,859 +292	+6%	+$14.6K	0.03%	201
2021 Q3	$229K	Buy	+4,567	New	+$229K	0.03%	187

Other funds holding NEAR

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFS Investment Advisory Services's NEAR Position: Q4 2023 in Review

CFS Investment Advisory Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2023, closing a stake of 4,473 shares — an estimated $223K sold.

CFS Investment Advisory Services first reported a position in NEAR in Q3 2021 and held it in 9 quarters. The position peaked at $243K in Q4 2021. 341 funds tracked by Wall St. Rank hold NEAR as of Q4 2023.

CFS Investment Advisory Services reported no remaining iShares Short Maturity Bond ETF position as of Q4 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 4,473 iShares Short Maturity Bond ETF shares in Q4 2023, an estimated $223K.
CFS Investment Advisory Services first reported a position in iShares Short Maturity Bond ETF in Q3 2021 and held it in 9 quarters.
CFS Investment Advisory Services's iShares Short Maturity Bond ETF position peaked at $243K in Q4 2021.
341 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2023.

Based on CFS Investment Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.