Corrado Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Corrado 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
2022 Q2	–	Sell	-53,235	Closed	-$2.64M	–	116
2022 Q1	$2.64M	Sell	53,235 -14,712	-22%	-$732K	1.62%	18
2021 Q4	$3.39M	Sell	67,947 -2,044	-3%	-$102K	2.03%	12
2021 Q3	$3.51M	Sell	69,991 -1,290	-2%	-$64.7K	2.17%	12
2021 Q2	$3.58M	Buy	71,281 +35,709	+100%	+$1.79M	2.2%	12
2021 Q1	$1.78M	Sell	35,572 -4,390	-11%	-$220K	1.32%	25
2020 Q4	$2M	Sell	39,962 -903	-2%	-$45.3K	1.54%	21
2020 Q3	$2.05M	Sell	40,865 -5,736	-12%	-$287K	1.7%	15
2020 Q2	$2.33M	Sell	46,601 -7,369	-14%	-$364K	2.11%	11
2020 Q1	$2.62M	Buy	+53,970	New	+$2.69M	2.45%	10

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

Corrado Advisors's NEAR Position: Q2 2022 in Review

Corrado Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2022, closing a stake of 53,235 shares — an estimated $2.64M sold.

Corrado Advisors first reported a position in NEAR in Q1 2020 and held it in 9 quarters. The position peaked at $3.58M in Q2 2021. 352 funds tracked by Wall St. Rank hold NEAR as of Q2 2022.

Corrado Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2022 after selling out during the quarter.
Corrado Advisors sold 53,235 iShares Short Maturity Bond ETF shares in Q2 2022, an estimated $2.64M.
Corrado Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2020 and held it in 9 quarters.
Corrado Advisors's iShares Short Maturity Bond ETF position peaked at $3.58M in Q2 2021.
352 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2022.

Based on Corrado Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.