Deseret Mutual Benefit Administrators’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Deseret Mutual Benefit Administrators’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 Q3	–	Sell	-1	Closed	-$50	–	503
2023 Q2	$50	Hold	1	–	–	﹤0.01%	505
2023 Q1	$50	Hold	1	–	–	﹤0.01%	496
2022 Q4	$49	Hold	1	–	–	﹤0.01%	488
2022 Q3	$0	Hold	1	–	–	﹤0.01%	492
2022 Q2	$0	Buy	+1	New	+$49	﹤0.01%	493

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CCA

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

RJFSA

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

Deseret Mutual Benefit Administrators's NEAR Position: Q3 2023 in Review

Deseret Mutual Benefit Administrators sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2023, closing a stake of 1 share — an estimated $50 sold.

Deseret Mutual Benefit Administrators first reported a position in NEAR in Q2 2022 and held it in 5 quarters. The position peaked at $50 in Q2 2023. 335 funds tracked by Wall St. Rank hold NEAR as of Q3 2023.

Deseret Mutual Benefit Administrators reported no remaining iShares Short Maturity Bond ETF position as of Q3 2023 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 1 iShares Short Maturity Bond ETF share in Q3 2023, an estimated $50.
Deseret Mutual Benefit Administrators first reported a position in iShares Short Maturity Bond ETF in Q2 2022 and held it in 5 quarters.
Deseret Mutual Benefit Administrators's iShares Short Maturity Bond ETF position peaked at $50 in Q2 2023.
335 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2023.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q3 2023, filed 9 Nov 2023.