Edge Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Edge Wealth 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 Q1	–	Sell	-64	Closed	-$3K	–	319
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	392
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	398
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	372
2021 Q1	$3K	Hold	64	–	–	﹤0.01%	363
2020 Q4	$3K	Sell	64 -304	-83%	-$15.2K	﹤0.01%	318
2020 Q3	$18K	Sell	368 -10,195	-97%	-$511K	﹤0.01%	274
2020 Q2	$528K	Sell	10,563 -80	-0.8%	-$3.96K	0.1%	92
2020 Q1	$517K	Buy	10,643 +3,899	+58%	+$194K	0.11%	93
2019 Q4	$339K	Buy	6,744 +3,744	+125%	+$188K	0.07%	118
2019 Q3	$151K	Sell	3,000 -1,000	-25%	-$50.3K	0.03%	157
2019 Q2	$201K	Hold	4,000	–	–	0.04%	142
2019 Q1	$201K	Hold	4,000	–	–	0.05%	131
2018 Q4	$199K	Buy	4,000 +3,700	+1,233%	+$185K	0.06%	139
2018 Q3	$15K	Buy	+300	New	+$15K	﹤0.01%	397

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

Edge Wealth Management's NEAR Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2022, closing a stake of 64 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in NEAR in Q3 2018 and held it in 14 quarters. The position peaked at $528K in Q2 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q1 2022.

Edge Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 64 iShares Short Maturity Bond ETF shares in Q1 2022, an estimated $3K.
Edge Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 14 quarters.
Edge Wealth Management's iShares Short Maturity Bond ETF position peaked at $528K in Q2 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.