Cypress Wealth Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Cypress Wealth 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
2022 Q1	–	Sell	-9,706	Closed	-$485K	–	250
2021 Q4	$485K	Sell	9,706 -4,917	-34%	-$246K	0.13%	117
2021 Q3	$733K	Sell	14,623 -4,126	-22%	-$207K	0.22%	81
2021 Q2	$941K	Sell	18,749 -11,081	-37%	-$556K	0.26%	74
2021 Q1	$1.5M	Sell	29,830 -5,332	-15%	-$268K	0.31%	70
2020 Q4	$1.76M	Buy	+35,162	New	+$1.76M	0.39%	52
2020 Q3	–	Sell	-49,490	Closed	-$2.48M	–	422
2020 Q2	$2.48M	Buy	49,490 +3,487	+8%	+$172K	0.59%	49
2020 Q1	$2.23M	Buy	46,003 +6,793	+17%	+$338K	0.66%	46
2019 Q4	$1.97M	Buy	39,210 +23,086	+143%	+$1.16M	0.5%	61
2019 Q3	$812K	Buy	+16,124	New	+$811K	0.22%	105
2019 Q2	–	Sell	-4,378	Closed	-$220K	–	265
2019 Q1	$220K	Buy	+4,378	New	+$219K	0.07%	228

Other funds holding NEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCA

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

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

Cypress Wealth Services's NEAR Position: Q1 2022 in Review

Cypress Wealth Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 9,706 shares — an estimated $485K sold.

Cypress Wealth Services first reported a position in NEAR in Q1 2019 and held it in 10 quarters. The position peaked at $2.48M in Q2 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Cypress Wealth Services reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
Cypress Wealth Services sold 9,706 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $485K.
Cypress Wealth Services first reported a position in iShares Short Maturity Bond ETF in Q1 2019 and held it in 10 quarters.
Cypress Wealth Services's iShares Short Maturity Bond ETF position peaked at $2.48M in Q2 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Cypress Wealth Services's 13F filing for Q1 2022, filed 22 Apr 2022.